Dan moved into Pittsburgh with his wife and newborn daughter from Arizona to join a boutique RIA firm that he identified as one that matched exactly what he wanted and what he stood for professionally. He knew very few people. He was targeted to become a major producer for his firm yet he had no local network and no COIs developed to leverage for referrals. We have worked with Dan for nearly three years. Here’s what he has to say …

“I worked with Michelle and Patty throughout all of 2014. The company goal for me was 10 million for AUM when we began. I ended the year with $20 million and will be continuing my coaching with them for 2015. Michelle helped me to solidify my relationships with specific COIs and Patty was instrumental with helping me to get organized so I could continue to bring on new business.”

By 2016, Dan was managing over $60 million in AUM. Dan was able to accomplish in three years what he anticipated producing in five years through his work with Asentiv. Now, his key COIs incorporate him into their yearly goals, identifying how much business they plan to bring him throughout the year.