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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The Future of the AUM Model
All of our fees are asset-based. So if we've got somebody who's worth $50 million but has a $500,000 account, we're only building on the $500k account. It doesn't matter where you fall. And so I'll handle them across the spectrum then with just different tiers. Are these all still AUM tiers and AUM structures? You may work with clients for limited billing for a period of time because we're expecting that eventually we're going to work in a holistic relationship.
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