AUM-IQ
Strategies and tools that increase AUM.
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1: ASSESS YOUR PRODUCTION HEALTH
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Our FA health assessment will tell you where you are, what’s working, and what needs attention. This 5-minute assessment will target the skills and practice areas that continuously drive growth. After you submit your survey, you'll have the option to receive brief written feedback or a live call. In both cases we'll provide constructive recommendations to generate higher returns from your activities, improve client retention, and diversify your asset streams.
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2: BOOK A DISCOVERY CALL
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Schedule a 30-minute discovery call with us. We'll discuss your assessment results further and identify specific areas where our team can improve the skills and practices that directly impact your production, client retention, and AUM-growth. You'll also learn about our team-facilitated approach – an experience that keeps you on your toes, acting in fresh ways, and never missing an opportunity.
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3: LAUNCH YOUR GROWTH
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Get started with our 5-month Launch Program. Our team will jumpstart your growth through sessions that rapidly prioritize goals, prompt high-return actions, and keep you on track. As team players, we also invite you to bring one of your team members into the launch experience to drive accountability and even better outcomes. Because growing AUM is an ongoing process, our engagement is a renewable experience. We're confident that the initial Launch Program will deliver results that you'll want to build on.
About AUM IQ
Our singular mission is to increase your Assets Under Management.
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Our expertise spans growth strategy, business development, marketing, and leadership performance.
Through consulting, tailored programs, and long-term coaching, we bring this acumen to firms, managers, and advisors serving the HNW and UHNW markets.
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AUM IQ's managing partner, Bob Lodie, brings over 40 years of deep management experience spanning startup ventures and Fortune 100 companies. A General Electric-raised executive, Lodie has built top-performing business units and sales organizations as both a leader overseeing enterprise growth and as a consultant and mentor advising professionals at RIA's and organizations such as Morgan Stanley, UBS, and Wells Fargo. Bob holds an MBA and a BSEE and has been a featured speaker at the SIFMA Securities Industry Institute at The Wharton School.
The IQ team includes professionals in management consulting, growth strategy, business development, change management, and professional development.
IQ Services
Growth Consulting
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Our core offering, Growth Consulting accelerates firm growth and production through systemic improvements in strategic planning, management practices, business development, M&A, and recruitment.
Business Development
We focus firms and advisors on high-return business development activities that increase AUM from new and existing market segments.
Brand Marketing & Communications
We sharpen the relevance of your most compelling value propositions and develop targeted communication strategies that get them heard.
Recruitment Strategy
As a means to increasing AUM, the recruitment of top producers is proven, effective…and imperative. Our IQ in this arena approaches the mandate on an enterprise level that changes the game. Read more
Leadership Performance
We provide insight and expertise to develop talent at high performing organizations.
Human capital is the firm's primary "asset under management." What informs your People Strategy? And in what ways does the firm currently foster performance and culture?