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015: Going From $80 Million to $800 Million AUM - Tim Mitrovich

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Manage episode 364511004 series 3479584
Content provided by Paul G. McManus. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paul G. McManus or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Tim Mitrovich is the CEO and Chief Investment Officer of TEN Capital where his primary responsibility is designing the firm’s vision for delivering an industry leading client experience. TEN Capital’s reputation is quickly growing as a thought leader based on how it combines technology, various media and its numerous industry partnerships to engage and empower its clients with greater clarity and purpose as they build wealth utilizing top strategists from around the world.

Episode Sponsor:

More Clients More Fun is a lead generation and content marketing agency, focused on helping financial advisors, life insurance producers, and elite CPAs land high-value clients using LinkedIn.

What you’ll learn from this episode:

  • Why their philosophy is to focus on the individuality of the client
  • How weekly video or written contacts and a 26 client annual event helps to serve clients
  • How a team-approach, united in a common philosophy and set of values, offers a diverse, well-rounded experience for the client
  • How technology helps keep in touch with clients in order to meet their individual needs
  • How regular videos on YouTube and iTunes add an additional method of communication
  • How an annual social event with no sales pitches or self-promotion allows both potential and current clients to know the team better

Connect with Tim Mitrovich:

Website: https://www.tencapital.com/
LinkedIn: https://www.linkedin.com/in/timmitrovich/
Email: tim@tencapital.com
Phone: 509.325.2003

Claim your free audiobook copy at: www.theshortbookformula.com

Support the Show.

  continue reading

62 episodes

Artwork
iconShare
 
Manage episode 364511004 series 3479584
Content provided by Paul G. McManus. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paul G. McManus or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Tim Mitrovich is the CEO and Chief Investment Officer of TEN Capital where his primary responsibility is designing the firm’s vision for delivering an industry leading client experience. TEN Capital’s reputation is quickly growing as a thought leader based on how it combines technology, various media and its numerous industry partnerships to engage and empower its clients with greater clarity and purpose as they build wealth utilizing top strategists from around the world.

Episode Sponsor:

More Clients More Fun is a lead generation and content marketing agency, focused on helping financial advisors, life insurance producers, and elite CPAs land high-value clients using LinkedIn.

What you’ll learn from this episode:

  • Why their philosophy is to focus on the individuality of the client
  • How weekly video or written contacts and a 26 client annual event helps to serve clients
  • How a team-approach, united in a common philosophy and set of values, offers a diverse, well-rounded experience for the client
  • How technology helps keep in touch with clients in order to meet their individual needs
  • How regular videos on YouTube and iTunes add an additional method of communication
  • How an annual social event with no sales pitches or self-promotion allows both potential and current clients to know the team better

Connect with Tim Mitrovich:

Website: https://www.tencapital.com/
LinkedIn: https://www.linkedin.com/in/timmitrovich/
Email: tim@tencapital.com
Phone: 509.325.2003

Claim your free audiobook copy at: www.theshortbookformula.com

Support the Show.

  continue reading

62 episodes

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