How One Advisor Grew Her AUM by 40% in 90 Days

<p>We all have circumstances in our lives that may prevent us from reaching our full professional potential. Financial professional Kelly O’Malley’s challenge (and also one of her greatest joys) is her severely disabled son, John. As both a caretaker and advisor, Kelly was sure she would never become a top performer – until a shift in strategy changed everything.    </p> <p>This presentation was originally recorded at Advisor Group’s 2021 W Forum, an annual event supporting the advancement of women in the wealth management industry.</p> <p>The W Pulse series, brought to you by Advisor Group, was created by the firm’s Women Forward initiative and the Women’s Advisory Board.</p>