The Financial Advisor’s Edge Podcast

Mailbag: Growing your AUM and when is it time to fire a client?


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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, we answer listener questions:

 

How do I add 5m of new AUM this year?

How do I fire a client?

 

Join our private Facebook group at: https://www.facebook.com/groups/advisorsedge

Visit our website at:  www.thefinancialadvisorsedge.com

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The Financial Advisor’s Edge PodcastBy Jim Martin, Gregg Gonzalez, & Brad Warhurst - Rainmakers

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