How Wes White went from $0 to $30MM AUM in one year — with no selling involved / Grow Episode 25

There are lots of ways to attract new clients, but Wes White found that if he focused his energy on onboarding — rather than selling — he was actually able to scale his financial planning firm much quicker. In fact, he went from $0 to $30MM AUM in one year. Here's the 3 meeting onboarding process that led to his firm’s success. Be sure to subscribe to Altruist so you never miss an episode ► bit.ly/3fC4jNX Discover more on our GROW network ► bit.ly/2VZ5crY ABOUT GROW: Grow by Altruist is a show dedicated to bringing growth advice to advisors, by advisors. Tune in each week with host Dasarte Yarnway as he sits down with industry experts as they share their best ideas around attracting new clients, marketing your firm, and keeping clients happy. ABOUT ALTRUIST: Altruist helps advisors deliver better financial advice easier. Our platform helps advisors save 90% or more on software while increasing productivity 5x and providing their clients with a delightful user experience. Learn how we can help you grow ► altruist.com/product STAY CONNECTED: Instagram ► bit.ly/3cNsF5K Twitter ► bit.ly/2ykku1L Linkedin ► bit.ly/3dYqDjc Altruist Corp offers a software platform that helps financial advisors achieve better outcomes. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice, and investors are encouraged to consult with their personal tax advisors. All Copyright 2020 Altruist Corp