Growth Stage Challenges for RIAs = $500MM AUM to $1B AUM

Reaching $500M to $1B in assets under management is a significant milestone for Registered Investment Advisers. However, this growth phase presents unique challenges that need to be addressed:

👉 Transitioning from individual sales efforts to scalable, repeatable business development systems
👉 Establishing institutionalized business development to reduce reliance on founders
👉 Improving advisor accountability with clear, actionable sales metrics

To tackle these challenges effectively, consider implementing a Sales Foundation Framework designed to address key issues such as:

💡 Inconsistent sales processes across advisors
💡 Over-reliance on referrals without systematic lead generation
💡 Lack of standardized client onboarding and nurturing processes
💡 Difficulties scaling beyond current advisor capacity

Cornerstone Sales Consulting offers the Essential Sales Foundation Framework, a tailored solution that focuses on essential foundations to streamline your sales process without the complexity of enterprise-level systems.

Ready to evolve beyond founder-centric growth and establish a sustainable, scalable sales engine?

Reach out to us today to explore how you can propel your firm towards scalable growth. https://lnkd.in/ecFJKjze