NOVEMBER 16, 2022

How building community led to $17M in AUM in 6 months with Alex Newman

Alex Newman, of Grape Wealth Management, has grown his firm to over $17M in AUM in just five months. This growth is largely due to a community event he hosts in Temecula, California for retirees. Alex developed this monthly event to address a need within his niche, resulting in expedient growth for his firm. In this episode, he will walk us through how to create events for your niche and the technology required to make it scalable.