Ep. 6 | Growing AUM with Smarter Wealth Management Strategies

What does it take to grow from $180 million in assets under management to $9 billion? In Episode 6 of Stats Chat, Brad Zinda and Kalen Sigecan sit down with Mike Binger, President of Gradient Investments, to discuss the growth of Gradient Investments and how advisors can strengthen their wealth management offering. Mike shares how Gradient Investments supports financial advisors through portfolio management, annuity and AUM strategies, structured notes, advisor technology, streamlined paperwork, and a dedicated investment team. If you’re a financial advisor looking to grow AUM, add more value to client conversations, and build a more complete planning experience, this episode is for you.