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Join Us At the Virtual eMoney Summit This October

We are excited to announce that Gretchen Halpin, co-founder of Beyond AUM, will be speaking on the “Women and Wealth Management” panel at this year’s eMoney Summit from Oct 19-21!  

Other panelists include Nina O’Neal, investment advisor and partner at Archer Investment Management; Alex Chalekian, founder and CEO at Lake Avenue Financial; and Elisabeth Olson, CLTC, financial advisor at FCG360.
Register today to hear how Gretchen and other panelists have advanced their businesses by empowering other women.

Register Here
10 Success Strategies for Today's Financial Advisor
On the Beyond AUM blog this summer, we shared some useful tips to help financial advisors improve their growth opportunities. In our August monthly digest newsletter, we shared tips 11 through 20. Here are tips 21 through 30.
Stay up-to-date with our “30 Tips for Today's Financial Advisor” series on LinkedIn.
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Recommended Reads

Here’s what we’ve been reading at Beyond AUM.
Client Lifetime Value: It’s Not Just about the Revenue

Client Lifetime Value (CLV) has become an essential metric of growth in the financial advisory profession. Beyond AUM co-founder Gretchen Halpin breaks down what CLV is and how its application can improve the decision-making processes at your firm in her latest article for Advisor Perspectives. (It was also featured in Michael Kitce’s latest installment of “Weekend Reading for Financial Planners”!)

20 Financial Bloggers Share Their Secrets To Running A Successful Blog

Are you itching to start a blog to share your expertise, but you're stuck on the right place to start? Here, some of the industry’s most successful personal finance and business bloggers share their secrets for success.

Kitces Research On Advantages Of Niching In Time Use, Planning Approach, Pricing, and Productivity

Having a specialization is not only beneficial for financial advisors — it’s also helpful for clients. When advisors have a niche, they are able to hone in on what matters most to the client; have increased knowledge of typical financial scenarios; and have higher referral rates because it’s more clear what service they provide.

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

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