5min chapter

Financial Advisor Success cover image

Ep 301: Guiding Clients To Design Their Rich Life With A Focus On Spending Dials Not Goals With Ramit Sethi

Financial Advisor Success

CHAPTER

Does That Change Your View on AUM?

The world is changing away from AUM. It's really hard to make a living when you are talking about index funds, which basically have no margin. So what I would do if I were in the advisor world? First of all, I'd get extremely adept at choosing a target market and meeting them where they are. You see some talented advisors on social media like TikTok who show off their life insurance scammer skills.

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