RaiseAUM.com - Practical Tools to Increase your Assets Under Management (AUM)

Knowledge is Power

Asking the right engaging questions  is key to any phone call with a potential business prospect or partner.  The more you know about the other party the more friendly, familiar, and intelligent you will seem.  You can find common ground before you even pick up the phone.  

Use the following websites to learn more about just about anyone you will work with in the investment industry.

http://www.Linkedin.com - Searchable business networking profiles. 

http://www.ZoomInfo.com - Search by Company or Person - Read a collection of articles that mention one individual's name and you can learn a lot about their strengths and weaknesses.

http://www.Google.com - Search for their company and then search using their name.  Don't have someone's email address?  Search in google using the @ symbol followed by the company's website domain name (Example search:   @RaiseAUM.com).   80% of the time you will see results that include an employee's email address.  Note the formatting of that email address and use it to send an email to your prospect.   Don't have a name of the person you need to speak to?  Use the Linkedin.com website mentioned above.



Hard work has made it easy. That is my secret. That is why I win.

                                                                                                       - Nadia Comaneci  (Olympian - won 5 god medals in one year)


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