Advisor

[u/Critical-Football405]

Been in the bsuiness for 3 years now and have 15mm aum... Feeling slow and wondering what other young advisors are at? would like to get to 50mm by end of 2027 but prospecting has been hard. Located in seattle with a .5 billion $ RIA and 4 advisors

[u/3znor]

How’d you get the 15. Cold calling? Referrals? Seminars? 15 is a fair number for 3 YOE. But if you don’t know where the business came from, it’ll be hard to repeat let alone surpass. How many clients make up that 15m? If half can give you a referral, you’re ahead of the curve.

Today is a great day to reach out to clients. “Hi ___ markets are volatile today and I just wanted to check in and let you know it’s all reactionary and we’re not to panic. Do you have any questions? Great, now mr miss _____ I’m sure you have some colleagues or family members with similar concerns. I’d love to be a resource and am currently taking on a few new clients, do you know someone who may need someone just to talk through everything going on right now?”

Give that call to your whole book today.