“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.