What are the most effective ways of prospecting these days? I have capacity to grow and I’m getting bored. Currently $55mm AUM / $350K production.

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I’m at 53mm and will finish the year right around 350k as well, seminars and referrals are what’s working for me. I have clients bring friends to seminars and I usually get some business from that.

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Why not share some of that with a mentee? 🤣😉

How many households? What your primary source of new clients?

Started with the RPCP ( Fee based 401(K) 3(21) 3(38) program at LPL) 3 or 4 years ago and have been hammering that market. It’s pretty fun, you meet quite a few HNW biz owners in the process, help plan parts with retirement planning and it’s cool to see the ways different small businesses make money. It’s a change anyway from the same old rollover biz and or cold calling widows.

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