AUM Sales Manager
Implementing proven growth strategies for small and mid-sized RIAs
About AUM Sales Manager
75 years combined experience growing AUM.
We are the AUM Sales manager solution for small/mid-sized RIA firms who want to grow but don’t want a full-time sales manager.
We don’t just tell you what you need to do–we make sure it gets done. We take the role as your sales manager.
The 4 pillars of consistent and Continuous AUM Growth
The Right People
Success requires the right people. We assess, train, and align your team to achieve your business goals and grow in no time with ease and effectiveness.
The right systems
Effective systems prevent client loss and inefficiencies. We assess, optimize, and customize processes to enhance growth, service, and retention.
AUM sales training
Training is key to sustained growth. We offer tailored programs covering sales, marketing, client service, compliance, and professional development.
Accountability
Tracking and accountability ensure success. We establish systems, monitor performance, and foster advisor growth through effective, supportive strategies.
Your External AUM Growth managers
How we Work
Discover how simple and efficient our process is! Check out our 3 easy steps below to see how we turn your goals into reality. From start to finish, we ensure a seamless experience tailored to your needs.
Step 1
We ask you to complete an assessment of your firm (assessment tool)
Step 2
We set a 30-minute call to discuss your assessment and opportunities to improve AUM growth culture
Step 3
We outline our scope of work to optimize:
- Having the right people responsible for AUM Growth
- Detailing processes needed for consistency across the firm for programmed AUM growth
- Creating and delivering training to your advisors on how to systematically grow AUM
- Bi-Monthly meetings with each advisor on their progress and implementation of learned skills
- You retain us as long as you like as your outside sales manager to empower AUM growth.