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Vault Message Board: Investment Management

Topic Name: Getting to 20M under managment
Message Name: Getting to 20M under managment
Date Posted: 08/22/2006
Message: How difficult is it to get to 20M under managment in your first year? Is that a realistic goal? seems like 100 200k accounts is reasonable? 2 accounts every week? I would assume that people mostly get their initial client base with cold calls and seminars? And then once you meet the minimum AUM requirment you could branch out into areas that take more time (like working with business and higher asset level accounts...

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