Close to 20yrs exp in private wealth mgmt, last 9yrs running my own book of business, TC is $1M+.

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WOW. That’s so impressive, congratulations! Did you build your book from scratch?

uplifting

Thx. I spent many years at a private bank, which helped build a strong network. But yeah, built my book from the ground up.

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So you run your own books within UBS or you started your own wealth management platform?

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Run my own book within UBS

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how much does your TC vary on a good year vs bad year?

Couple of hundred thousand

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And when you say you built your own book, did you cold call or work off of derivative client interactions to then expand the relationship?

What range of TC are you finding the bulk of your clients to be within?

Typically, UHNW is defined at $25M and up.

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