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Mr Conley

🧐 Rethinking the AUM-Centric Model: A Holistic Approach to Financial Advising 💸💼


Oh joy, another article about capturing more AUM! Because, you know, focusing on that tiny sliver of our clients' wealth is really going to solve all their financial woes. 🙄

Here's a wild idea: what if we actually looked at the bigger picture? 📈🏡💼


🔍 Comprehensive Wealth Management: Yeah, those other assets like property and pensions matter too!

🧠 Human Capital: Ever heard of future earnings? Maybe we should care about our clients' productivity and health.

💸 Fee-Based Models: Let's align our fees with the real value we provide.

📅 Regular Reviews: Stay relevant and keep up with those ever-changing client goals.

📚 Empower Clients: How about we educate them instead of just pushing investments?


By broadening our focus, we can actually provide more value and build trust. Shocker, right? 😜 Let's aim for a more inclusive and client-centered approach in financial planning! 💰


Blog Link.


#FinancialAdvising #HolisticFinance #ClientCentric #WealthManagement #FutureProof

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