Don’t Chase Leads.
Build a Marketing Engine.

Build marketing systems that compound AUM.

Worked With:

About Me -
Hitesh Mistry

Hitesh is a marketing strategist who’s spent over a decade helping financial advisors grow AUM through structured, scalable systems. As the creator of the AUM Precision Method, he helps advisors align their marketing and sales to attract high-value clients and build sustainable, compounding growth — without relying on guesswork.

Generating leads and booking appointments doesn’t guarantee the prospect understands the problem you solve — and that disconnect is what’s costing you new clients.

Hitesh Mistry

AUM Precision Method

Guesswork stalls growth – alignment drives it.

That’s why we created the AUM Precision Method: a structured framework that aligns your positioning, marketing, sales process, and client experience to deliver consistent, compounding AUM growth.

Problem-solving Positioning
Opportunity activation framework
Commitment confidence process
Problem-Solving Positioning
Crafting problem-solving messaging that resonates with high-net-worth clients, highlighting clear outcomes.
Opportunity Activation Framework
Building predictable pipelines by qualifying prospects and streamlining your client journey.
Commitment Confidence Process
Building predictable pipelines by qualifying prospects and streamlining your client journey.

How can we help your firm?

We’ve helped well over 500+ firms over the past 10 years grow their assets under management and client base, are you going to be next?.

Have questions or need assistance? Reach out to us, and we’ll be happy to help!
Email

hello@evolvedadvisor.com