Land Speed Record: From $0 to $28 Million AUM in 12 Months

by Bill Good Marketing on August 19, 2014

 

 


Land Speed Record: From $0 to $28 Million AUM
in 12 Months


Attend Bill Good’s Continuing Marketing Educational Webinar
Land Speed Record: From $0 to $28 Million AUM in 12 Months
Thursday, August 21st, 2:00 PM ET
Register Here
For Bryan Sarff and Kal Dulku, this empty road was how life looked on July 10, 2013.

They were taking a huge chance.

Bryan was a moderately successful advisor, much better as an FA than a prospector.

Kal was a great prospector, not an FA. He had never analyzed a portfolio. Didn’t want to.

They formed a 50-50 partnership, invested in a great office, a complete team. Everything was ready. Would 1+1=3?

They formally opened July 11th. From that day to this, you could, and can hear the screech as they set a land speed record in this industry.

Before they officially opened as a partnership, Bryan had brought about $4 million AUM and 15 clients to the table.

A year later, they were a bit over $28 million, had 105 clients and had produced $223K. 54% fee and 46% commission. Forecast for the second 12 months: $500K.

I have been a coach in this industry a long time. I do not know anyone or any team who is off to this quick a start.

Register here to learn how they did it. Thursday, Aug 21st, 2:00 PM ET

Who should attend?

• Any FA or team who wants to make a quantum leap.
• Any FA or team willing to take risks.
• Anyone who needs to start over in a new area.

You will learn:

How they work together. What does Kal do as a Sales Assistant that entitles him to a 50% share of the business?

Seminar strategy. Let’s call it the “Half Millionaire Next Door.” You will learn how one highly successful seminar had a meal cost of only $350.

Client referral strategy. Even though they could not rely on organic growth from the start, they immediately implemented a referral strategy. In that first year, this produced 48 client referrals.

Strategic Partner Strategy. In Year 1, they also began building strategic partners. That produced 20 new HH.

The Upshot: Their plan for year 2: $500K. That would be a one-year double.

Still thinking about it? Time conflict? You will learn some things that could change your business life. So quit thinking. Register now.

Attend Bill Good’s Continuing Marketing Educational Webinar
Land Speed Record: From $0 to $28 Million AUM in 12 Months
Thursday, August 21st, 2:00 PM ET
Register Here

 


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