Ready to Build More AUM?
Join 500+ financial advisors who grow AUM through our done-for-you customized newsletters
How It Works
Three simple steps to transform your client communication
Schedule Your Demo
Book a 15-minute call where we'll discuss your practice, client base, and communication goals. We'll show you sample newsletters tailored to your niche.
30-Day Custom Setup
We'll create your branded template, develop your content strategy, and prepare your first newsletters. You'll review and approve everything.
Sit Back & Grow
Your newsletters go out automatically. Stay top-of-mind with clients, generate more referrals, and watch your AUM grow - all without lifting a finger.
Trusted by Top Advisors
See how Build AUM is helping advisors grow their practice
"Build AUM has been a game-changer for my practice. I've seen a 35% increase in client meeting requests since starting the newsletters. The content is always relevant and compliance-approved."
"I was spending 6+ hours a month on newsletters. Now I spend zero time and get better results. My clients love the content and I've gotten 12 referrals in the last quarter alone."
"The customization is incredible. Every newsletter feels like it came from me. My open rates are 42% - way above industry average. Best investment I've made in my practice."
See What Your Clients Will Receive
Professional, branded newsletters that keep you top-of-mind
Beautifully Designed, Fully Branded
- Your logo, colors, and branding throughout
- Mobile-responsive design that looks great on any device
- Engaging content written in your voice
- Clear call-to-actions that drive engagement
- Compliance-ready content you can trust
What the Fed's Latest Move Means for Your Portfolio
The Federal Reserve's recent decision has implications for investors across all age groups. Here's what you need to know...
Build AUM vs. DIY Newsletters
See why advisors choose Build AUM over doing it themselves
Simple, Transparent Pricing
Choose the plan that fits your practice size
All plans billed quarterly • Cancel anytime
Essential
Billed quarterly
- One (1) newsletter sent monthly
- Stay top-of-mind without lifting a finger
- Never worry about FINRA violations
- Your newsletter, perfected to your exact standards
- 30-day setup included
Elite
Billed quarterly
- Two (2) newsletters sent monthly
- Stay top-of-mind without lifting a finger
- Never worry about FINRA violations
- Your newsletter, perfected to your exact standards
- 30-day setup included
Enterprise
Billed quarterly
- Four (4) newsletters sent monthly
- Stay top-of-mind without lifting a finger
- Never worry about FINRA violations
- Your newsletter, perfected to your exact standards
- 30-day setup included
Cancel anytime • No long-term commitments
Ready to Transform Your Practice?
Join hundreds of financial advisors who are growing their AUM with Build AUM's done-for-you newsletters.
No credit card required • 30-day money-back guarantee
Frequently Asked Questions
Everything you need to know about Build AUM