As a fee-only financial advisor or a financial planner looking to make the switch to holistic services, you know finance—that’s your job. But what about the business of your business?

That’s where AUM in a Box comes in. We help fee-only financial advisors take your business from average to extraordinary. We provide step-by-step guidance on how to create and implement proven processes to improve your sales, better serve your clients, and make work more efficient—and enjoyable—for you and your employees. Think of us as the adviser to the advisor.

Learn more about our services: Internet Marketing, Business Development Coaching, Sales Consulting and Training, and Back Office Support.

Why Choose AUM in a Box?

Results speak louder than words. See AUM in a Box’s statistics for the past year: COMING SOON!

Want to more know of what we can accomplish for you and your financial advising business? Contact us for a free consultation today!

About Jamie Cornehlsen, Denver CFA, AUM in a Box Founder and Primary Blog Contributor

amie Cornehlsen, Denver CFA, AUM in a Box Founder and Primary Blog Contributor coaches financial advisors, empowering them to build the businesses they love. James (Jamie) B. Cornehlsen launched AUM in a Box in 2012 to meet the growing needs of fee-only financial advisors and provide them with the tools and resources to succeed in their businesses. A triathlete, Jamie tackles every project like he trains for his next race—meticulously focused on how to enhance the strengths and minimize weaknesses. He creates successful game plans for financial advisors and entrepreneurs to reach their goals through thoughtful, actionable strategies.

Jamie is a natural leader and coach. He works alongside his clients, helping them grow their sales, improve their client and employee relationships, implement processes and better their businesses. A true man of his word, Jamie proves time and time again that through hard work, you can have it all.

Lucky enough to work with his wife, Betsy, Jamie is no amateur when it comes to successful businesses. Together with Betsy, he founded Dunn Warren Investment Advisors, LLC in 2001 and continues to serve as the organization’s Chief Investment Officer and Managing Director.

A Chartered Financial Analyst® in Denver, Jamie started his career as an analyst with the Gartner Group working with the pension plan and 401k program. He also worked with Corboy and Jerde and was a financial analyst covering the software industry for Schwab SoundView Capital Markets in Greenwich, Connecticut and Bear Stearns in New York City. Jamie received his MBA from the William E. Simon Graduate School of Business at the University of Rochester, his Bachelor of Arts in economics from the University of Colorado and studied econometrics at the University of York in England. He is a member of the CFA® Society of Colorado and previously served as the organization’s president. Jamie is also the co-author of,  “Conquering the Divide: How to Use Economic Indicators to Catch Stock Market Trends.”

Jamie has been in your shoes—he understands, he cares, he wants to see you succeed. Whether you fancy a chat during a run or over coffee, Jamie is ready to help you accomplish your goals.