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What Is AUM Max?

WHY?

AUM Max is a phantom company created for the delivery of the direct mail piece you received. I've found that leaving off the name of the FMO/RIA means that I get to create a mailer vs. having it created for me. The FMO/RIA I work for is one of the largest in the industry. We have over $11B RIA, over $11B annual FIAs, over $500M target Life premium annually, industry-leading Broker Dealer, Long Term Care division, Medicare division, and a Disability division. Our tech stack is second to none, and at this point we are a household name in the industry.

The mailer is an invitation to meet with the Wealth leadership team and me at the Wealth division headquarters. We want to help you increase the value and salability of your practice for when that time comes. This meeting discusses exactly that, for your specific practice. We will have every resource on hand as if there were 100 advisors present...but there will be only you (and whoever you bring).

What's the catch? We think that if we offer a ton of value, and we do it without asking for anything, we think that if the time ever comes where it makes sense to make a move or sell, you'll think of us as an option.

Introductory call: My cell is 512-965-4844...please text or call to schedule. Thank you, Justin

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