AUM-IQ
Strategies and tools that increase AUM.
About AUM IQ
Our singular mission is to increase your Assets Under Management.
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.
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
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?