Distraction-Proof® Advisor Ideas

Tracking growth by AUM doesn’t give you the most accurate picture of your business’ health.

To get a better grasp on the vitality of your business, you need to understand your profitability.

• Know how much income you need to keep your doors open.
• Don’t assume clients with the highest AUM are the most profitable.
• Analyze your book to know which clients produce the best income for you, and then go out to find more clients like them.

For more Distraction-Proof Advisor videos, visit my blog directory page to link to more ideas to help you gain control, work smarter and succeed sooner.

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