Want to build a 100-million-dollar AUM (and beyond) business? Do this…

There’s a big difference between saying you want to build a 100-million-dollar-AUM business and actually doing it. Telling yourself you’ll eventually get to that level is not the same as reaching that milestone. This may sound obvious. But I talk to a lot of financial planners and RIAs who “talk” a good game. They “think” […]

AUM Launchpad Master Class

Building a $250MM, $500MM or more in AUM business is NOT just about selling. It’s also about your purpose. Enjoying your work. And serving clients that truly appreciate your value. What’s more? Building an awesome practice is not as difficult as it may seem. You simply need a proven system.

What is your daily success formula?

[Transcription]  Here’s the thing, you have a great idea. You know that if you get it right you’ll be able to operate your team with more efficiency, deliver a higher level of client service and really get your business growing. Depending on where you are today, you’ll move to 50 million, 100 million, or 250 […]

How To Use Your Expertise to Generate Better Leads

They say “An old dog who refuses to learn new tricks shouldn’t be allowed to raise puppies.” I don’t remember who first said it, but it makes sense. Yes, there are always going to be new things to learn. There are always going to be new challenges to growth as you continue to build your […]

Your Story Is The Key To Unlocking Your Potential

[Transcription] Hi, Rob Brown of Encore Partners here. Thanks for listening in. You know, the Encore approach, the method by which I help advisors grow their practices, begins with what I call the “engage stage”, and “engage” is all about really being able to have that big vision for your practice. It’s about being able […]

Who’s On Your Bus…Driving Towards Success?

[TRANSCRIPTION] Hi, Rob Brown of Encore Partners here. Quick question: Who’s on your bus? You know, that was a big question several years ago when Jim Collins wrote the book Good to Great. He wanted you, he wanted business owners, business leaders to understand who was on their bus, because that is critical to driving […]

What Will You REALLY Accomplish Over The Next 90 Days?

[TRANSCRIPTION] You know, after about 90 days of working with a new client, I stop to ask them, “Have we accomplished the goals that you set out to accomplish, and am I doing the things that I promised you that I would do?” And fortunately, I get positive results 99% of the time. And I’m […]

Two Questions That Will Make Sure You Get The Most Out Of Each Day

[TRANSCRIPTION] Hi, Rob Brown of Encore Partners. One of the most fun things for me to work with advisers on is talking about how you’re spending your time. You know why? Because it’s one of the easiest things to fix, because too many of you are spending too much time doing things that really don’t […]

Real Growth Is Simpler Than You Think

[TRANSCRIPTION] I want to share a quick story with you… I was talking with a new client of mine the other day. He has a little bit over $100 million in assets under management, generating close to $900,000 in recurring fees, feels pretty good about his business, but it’s not quite there. He wants to […]


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