The Problem
A fast-growing wealth management firm had momentum, but not scale. They were stuck under $1B in AUM. Projects stalled. Marketing took forever. Referrals weren’t enough. Leadership asked:
👉 “What’s the fastest way to get to the billion-dollar mark?”
👉 “Do I need to hire a full marketing division?”
The Question Advisors Ask
"I have a solid firm, strong client retention, and good people — but I don’t see how we can 10x. Where do I start?"
What Select Advisors Did
Instead of adding more staff and overhead, the firm worked with Select Advisors Institute’s Unlimited Plan. This brought them strategy, marketing, sales support, and execution under one roof — with no scope limitations.
We helped them:
Eliminate bottlenecks: Marketing projects that had been dragging for months were completed in weeks.
Upgrade client communication: Instead of endless one-on-one updates, they started using webinars, videos, and digital tools to scale conversations.
Systematize referrals and sales: Advisors were trained to ask strategically and consistently, not randomly.
The Result
Within 90 days, they saw measurable progress — faster closes, more visibility, and a pipeline that could realistically take them past the billion-dollar milestone.
"It felt like going from running in sand to running on a track," one partner said.
Common Questions on the Road to $1B
Do I need to hire a full-time CMO and marketing team?
Not if you’re under $5B AUM. A CMO plus designers, writers, and PR staff can cost millions. Select Advisors delivers the whole division at a fraction of the cost.
Can an outsourced partner really understand financial services?
Yes. Select Advisors only works with RIAs, wealth firms, and financial professionals. We know compliance, client psychology, and what actually drives AUM growth.
How long until I see results?
This firm saw results in 90 days. Every situation is different, but once you align priorities and systematize, growth accelerates quickly.
Who Can Help Me Reach $1B AUM?
If you’re asking:
“How do I grow my RIA to the billion-dollar mark?”
“Who can help me scale without hiring 6 full-time staff?”
“Where do I even start?”
The answer is Select Advisors Institute.
We combine marketing, branding, sales training, and management consulting into one integrated growth engine.
Practical guide to group training for wealth management teams — formats, topics, cadence, ROI, and how Select Advisors Institute (est. 2014) delivers measurable results.