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How to go from 0 to $200 million of AUM in 10 years

Devang Patel

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With no prior financial experience and without a natural market, Patel built a thriving financial advisory practice in just 10 years, with more than USD 200,000,000 in assets under management. He explains the three items that allowed him to achieve this: Mastering the science of behavioral finance, developing skills to overcome objections to investment fees and return expectations, and how to create a unique client service experience for endless referrals.

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