Forget Your Weaknesses—Work Your Strengths

RELATED CONTENT

Learn How to Become an AUM Superstar

If you're going to be a valuable player at your firm and create more value for yourself, put your time and effort into finding enjoyable, intellectually stimulating ways to generate more assets under management throughout your career. Accomplish this and you'll earn the big bucks.

Create a Steady Flow of Net New Assets

There's no better way to bolster our financial advisory practices than by adding net new assets. Learn how to accomplish this by finding opportunities, meeting more people, and turning social capital into assets under management.

Rookie Advice: Push Through the Pressures

This advisor of 40 years encourages rookies to pursue a mix of prospecting initiatives when starting out. Initially some of them may not produce ideal clients, but they will help put assets on the table. Over time you'll come to know and enjoy the programs that work best for you and offer the greatest potential.