The Road to AUM

The Road to AUM: Driving Assets Under Management through Effective Marketing and Sales offers investment firms, marketers, investment managers and sales professionals a game plan for market engagement. Built upon the direct feedback of institutional research professionals world wide,
The Road to AUM provides a unique combination of context, strategy and tactical implementation tools for firms of all sizes.

“It was impossible to read this without a pen and notebook as there are so many tangible takeaways. The ideas and interactive nature of the book is superb….This is an excellent reference guide for business owners. Thank you for mapping out The Road to AUM!”  

Jonathan Poyer, Director, Key Accounts, M Fund Distributors
The Road to AUM: Driving Assets Under Management through Effective Marketing and  Sales

Get Your Copy

The Road to AUM is available in hard cover, paperback, Kindle and as an audio recording. We encourage you to leave a review on Amazon if you found the book to be helpful, and to reach out to us directly if you have any suggestions for future editions at [email protected].