RIA University makes it easier than ever to become a true, full-service advisor, just like Tim Brown, a home-grown advisor who isn’t one of those superstar, impossible-to-imitate advisors.
An RIA University Success Story...Tim has a quality practice and a quality life. When Tim joined us ONLY two years ago, he was doing less than $2 million in annual annuity production and had no advisory practice.
In only two years, he has increased his production by 400% and nearly tripled
his income.
In 2008, he wrote an excess of $5 million in annuities and over $5 million in AUM. He is
now generating $350,000 in first-year commissions, and has added $50,000 of recurring revenue through his advisory business. His addition of 401(k) employer-sponsored business is taking his practice to a whole new level.
Learn how Tim Brown did it. Learn how the Investment Advisor
registration can transform your FIA practice...
- The How’s and Why’s of the Investment Advisor World
- How to Position Yourself Above Brokers and Insurance-only Agents
- 15-Minute Morningstar Presentation That Will Have Your Clients Buy You
- Proprietary Report to Illustrate Overpaid Fees
- Implement a proven 3-appointment process
- How and Why to Charge Fees for Your Appointments – Stop Working for FREE!
- Positioning Money Management in Your FIA Practice
Here are some numbers from our Graduating Class of 2008 –
will you join their ranks?
- Top FIA Producer – $24 million in annual FIA production
- Top AUM Producer – $15 million in Assets Under Management
- Largest Single FIA Case in 2008 – $11 million
- Top 10 Advisors Average – $9.4 million
- Top 50 Advisors Average – $4.5 million
Complete the form above to learn more information about RIA University – we are the first and most trusted source to help position advisors for the future. Are you ready?
