AUM Retention Study
The $100 Million Opportunity
Hiding in Your Book
Financial advisors: Turn business owner transitions into AUM growth.
Nearly half of business owners want to exit within the next three years. Yet too many financial advisors miss the opportunity to stay at the table when that business changes hands—when the real money shows up.
The AUM Retention Study reveals why business owners switch advisors post-sale, what they actually want from you in the years leading up to a transition, and how to position yourself as an indispensable part of their wealth journey.
You’ll discover:
- Why only 4% of business owners say they plan to stay with their advisor after a sale
- How one advisor secured $5M+ in new AUM with a simple introduction
- The mindset of today’s seller and how to become the go-to advisor for this high-value audience
- What top-performing advisors are doing differently to turn $500K clients into $50M accounts
Why Do Business Owners Switch Advisors After a Sale?
Your client just sold their company, but you didn’t get the call to manage the proceeds. (You’re not alone.)
We surveyed 750 business owners—aged 45 to 75 with annual revenue of $5M-$100M—to learn how they plan to exit, who they trust most, and why an advisor might not make it to the finish line.
The findings shed light on what business owners need, what they aren’t getting, and what advisors can do to protect and grow AUM during one of the biggest financial transitions of a client’s life.
Download the Report
Fill out the form below to get your copy—and start unlocking the full value of your business owner relationships.
