Beyond AUM: Helping Clients Boost Their Income – By Bill Tom
Financial advisors are fiduciary parties in servicing their clients’ investment portfolio based on what the clients decide to invest with you (Assets Under Management AUM). A Holistic Advisor is one who help guide clients to accumulate greater wealth beyond the AUM. Learn strategies you can impart to your clients and prospects different ways they can increase income. Highlighted will be how to increase your compensation in your career.