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New Blog Post: Why Goal-Setting Still Matters to Your Advisory Firm

It’s a love-hate relationship. It’s equal parts exhilarating and exhausting. We’re talking about goal-setting — the annual activity that so many of us embark on with good intentions but often fall short of expectations. In our latest blog post, we cover a simple yet highly effective framework that will help you establish the right goals and stick to them.

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What’s New at Beyond AUM

We were so honored to present at Walt Disney Magnet School’s Annual Career Fair in February! Members of our Beyond AUM team spoke with sixth, seventh, and eighth grade students about the work we do for our clients, and offered advice for those aspiring to pursue a career in our field.
Join Us at the 6th Annual Invest In Women Conference
We’re excited to announce that we’ll be presenting at FA Magazine’s 6th annual Invest In Women Conference 2020 on April 28 at the Loews Atlanta Hotel in Atlanta, Georgia.
Beyond AUM co-founder Gretchen Halpin will be leading a discussion with Equita Financial Network, Forum Financial Management LP, and Garrison Point Advisors — all Beyond AUM clients — on the benefits and risks involved with breaking away or pursuing entrepreneurship in financial services.
Click below to register and see the full details of the panel discussion:
Register for the Conference Here

What We’re Reading

Here’s what we’ve been reading in February.
The Incredible True Story Behind Google's 2020 Super Bowl Commercial
Storytelling is one of the most powerful and authentic forms of marketing out there today — which is why it’s no surprise that Google’s commercial “Loretta” went viral during the Big Game for its heartstring-tugging message. Best of all? The commercial was based on the true story of a Google employee’s grandfather.

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Are You Ready for Your Clients to Live to 100? 
You already know that technology has changed nearly every aspect of our daily lives, but did you know that scientists are also using it to extend the human life span? It’s groundbreaking news that will ultimately change the financial advisory industry as we know it, especially when it comes to longevity planning. ThinkAdvisor explores the full impact.

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"Emotional Analytics" Are a Win-Win for Advisors and Their Richest Clients
According to a 2020 Capgemini report, “emotional analytics” is the future of advisor-client relationships. Discover what emotional analytics actually means and how it could be the key to your RIA’s long-term success.

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

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