Ep 166: How Organic Growth Begets More Growth: The Size Bonus Of Building A Local And National Advisor Brand with Peter Mallouk
Financial Advisor Success
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How to Scale a Firm With 50 Billion Clients
The firm manages $50 billion in AUM and has more than 1,000 advisors across the globe. It's a huge advantage to be able to manage so many different portfolios at such a large scale. But it can also create problems when every client cuts customized portfolios that are not based on standard models. "We have about 50 people that do nothing but trade separate from the advisors," he says.
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