AUM in a Box

We work with fee-only financial advisors to double their business.

Start your journey! Sign up for our sales process manual today!

Grow Your Financial Advising Business

Four Services To Empower Financial Advisors To Be Successful In Your Professional and Personal Lives

Fans of AUM in a Box

Read what our clients have to say.

“We learned much more about how to service clients on an efficient and error-free way. It also helped us to reengage with our clients and provide value in client review meetings.” — Max Anderson, Anderson & Anderson

“Consulting sessions are valuable and you get good insight and follow-through on important topics.” — Brian Roberts, Nelson Roberts — Investment Advisors

“AUM in a Box has added an ‘Awareness’ of what we were doing in the business. Specifically, they helped analyze what needs to be done to grow the business.” — Mark McGarvey, Meld Financial 

“AUM in a Box is a reliable, effective, and trustworthy outsourcer of my client service duties. I now have valuable time to focus on growing my practice.” — Mario Yngarto, Genesis Wealth Management, Inc.

  • Anderson & Anderson
  • Nelson Roberts — Investment Advisors
  • Meld Financial
  • Genesis Wealth Management, Inc.