Going From $80 Million to $800 Million AUM
"Your work is going to fill a large part of your life, and the only way to be truly satisfied is to do what you believe is great work." - Steve Jobs
In today's episode, I'm excited to welcome Tim Mitrovich , CEO and Chief Investment Officer of TEN Capital. Tim's main role involves crafting the company's vision to ensure an exceptional client experience.
TEN Capital is gaining recognition as an influential thought leader. This reputation stems from its innovative integration of technology, diverse media, and extensive industry partnerships. These elements work together to provide clients with clarity and purpose. As they build their wealth, clients benefit from the insights of top strategists worldwide.
The Client-Centric Approach
TEN Capital is deeply committed to recognizing each client's unique needs. Under Tim's leadership, focuses on personalized services. This strategy not only boosts client satisfaction but also significantly improves their wealth-building potential.
Building Connections Beyond Numbers
Tim's innovative approach shines in how TEN Capital communicates with clients. Regular updates through weekly videos and written communications keep clients well-informed and engaged. This ongoing dialogue goes beyond financial updates; it's about fostering trust and transparency.
The Power of Events in Client Relationships
A prime example of TEN Capital's distinct approach is its annual client event. This event is unique, focusing on genuine client connections rather than sales or self-promotion. It allows both potential and existing clients to immerse in the firm's philosophy, meet the team, and feel like part of a community, not just a portfolio entry.
Leveraging Technology for Enhanced Client Experience
Tim's progressive strategy includes integrating technology into client interactions. TEN Capital uses digital platforms to stay connected and address client needs effectively. With regular updates on platforms like YouTube and iTunes, clients have easy access to the firm's guidance.
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A Team United by Philosophy and Values
TEN Capital's success is also due to its team-based approach. The team, sharing common values and philosophy, brings diverse experiences and expertise. This collective approach ensures clients receive comprehensive wealth management strategies from various perspectives.
Conclusion: The Path to $800 Million
Tim's journey in growing TEN Capital's AUM from $80 million to $800 million is more than financial success. It highlights the significance of client-centered strategies, the role of technology in modern wealth management, and the strength of a unified team. In a field where personal connection and trust are paramount, Tim's story exemplifies the move towards a more personalized, tech-driven future in financial advising.
About Our Guest:
Website: https://www.tencapital.com/
About Your Host:? Paul G. McManus is an accomplished author and expert in helping financial professionals grow their businesses. With over eight years of experience working exclusively with financial professionals, Paul has helped his clients generate tens of millions of dollars in fees and commissions.
As the author of three books, including The Short Book Formula: A Financial Professional's Guide To Writing A Book In Six Weeks To Attract Ideal Clients, and Million Dollar Producer: The Secret Playbook For Financial Professional's To Land High-Value Clients Using LinkedIn, Paul has become a leading authority for financial professionals on using writing and LinkedIn to attract high-value clients
You can get a complimentary copy of my book at: www.theshortbookformula.com
Tim, let’s get Ten Capital to $80B! Merry Christmas and Happy New Year to you, your family and amazing team! Keep killing it my friend!
Board-Certified Gastroenterologist & Private Healthcare Navigator | High-Touch Patient Advocacy for Family Offices, HNWIs, RIAs, Private Households, Individuals, C-Suites
1 年Paul G. M. Interesting share. Nice recognition and acknowledgment of Tim Mitrovich ? Ten Capital Wealth Advisors. I will read ?? this later. In today’s ultra competitive market, in a very crowded space, where there is incredible redundancy and “noise†for lack of a better term, we always seek out high-level differentiators. That is how we learned of Ten Capital Wealth Advisors probably 18 to 24 months ago and have been watching closely and enjoying their story evolve forward. Especially their videos. :-) Now. For me. ?? Back to work. ???? Happy Holidays! ???? ?? ? Dr. Dooreck, on behalf of Executive Health Navigation ?? ?? ?? By the way... Nice website to add. They even have a gym. (Seriously. Really.) Differentiation matters. ?? ?? ?? https://tencapital.com/ __________________
CEO at Ten Capital Wealth Advisors
1 å¹´Thanks Paul G. M. appreciated the conversation, and the kind words above. A lot has happened since then, may be time to catch up. :)
Marketing Digital, SEM | Responsable Marketing chez 3D Dental Store
1 年The journey to success in asset management is truly fascinating. It’s inspiring to see how dedication and strategic thinking can lead to remarkable outcomes.