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Happy New Year from Beyond AUM! We hope you had a well-rested, rejuvenating holiday break with friends and family, and that your 2020 is off to a great start.
If you’re looking for some inspiring reads to kickstart your goals in the new year, we’ve collected a list of our most-read newsletters from 2019 below. Check them out and see what made the cut.

Our Top Reads from 2019

1. Want Balance for Better? Bring Female Clients into the Fold

Women are becoming the primary breadwinners for their families and climbing the economic ladder faster than ever before — which also means they need comprehensive, advanced financial planning now more than ever. Unfortunately, many advisors don't understand how to appropriately serve women clients. So, how can you capture and empower this largely underserved market? Start by asking yourself two questions: Does my firm have an inclusive culture? Does our client experience address what women investors truly want?  

2. What Does Success Look Like for You in 2020?

Your top-level goals should inform everything you do in your business — every investment, every decision, every action. That means the next time your team comes up with a new, great idea (and they will), pause and ask yourself how that great idea will move you closer to your top-level goals. If you can’t make a direct correlation between the next great idea and the goals that are driving your practice forward, then skip it. Here's a simple and effective approach to setting firm goals.

3. Your AUM Number Isn't Enough to Measure Growth

To grow your RIA firm beyond just one person, you must transform from an advisor into a business management professional. That means expanding your measurement for growth far beyond just AUM — to talent acquisition, tools, and technology — in order to construct a sustainable business. We share our ideal roadmap here.

4. Tailor Technology to Suit Your Clients — Not the Other Way Around

While some clients might want to leverage technology completely, others may want a combination of a more personal touch with some tech tools. And some may well prefer the paper and binders over anything else. Here, we explain how you can find a balance between client needs and preferences when it comes to technology and the financial advisory experience.

5. The COIs You're Not Paying Attention To

Have we been thinking about centers of influence (COIs) all wrong? Are we looking in the wrong places? If we’re willing to put ourselves out there to CPAs and attorneys that we may not know well — if at all — then why not pursue COIs from relationships we cultivate naturally on an everyday basis?

Honorable Mention

WTF Is Thought Leadership?

The business world loves its buzzwords, doesn’t it? While most corporate jargon can be flipped past in the dictionary for language that’s more comprehensible, you should flip straight to the page on which “thought leadership” is listed, and bookmark it. Here, we explain why thought leadership is so important to your firm’s marketing strategy and how you can start creating compelling, must-read content.
In 2020, we look forward to delivering even more interesting content and resources to your inboxes.

We want to know: What marketing, growth, and technology topics do you want to learn more about this year? What are your top challenges or concerns? What trends pique your interest? Reply to this email and share your thoughts and feedback with me!

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Beyond AUM · 1628 W Irving Park Rd Suite 1W · Chicago, IL 60613-2586 · USA

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