Curious how successful you were during your transition and what created your success, or lack there of. Feel free to put AUM and answer percent of clients in a comment so not to add to confusion.

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69% of AUM, 8 months in, 82% of the revenue, 35% of the clients.

Revenue was my goal and getting lean, which we accomplished. Still have a few accounts we’d like but not many. Prepare and take the leap of faith.

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