“Sandra Powers Murphy’s new book is a must-read for any investment manager struggling to attract new clients, regardless of time in market. The Road to AUM is a clearly written step-by-step playbook for money managers looking to grow their business. The Words to Drive By sections should be mandatory reading for anyone in the investment management industry.” — Steve Rubenstein, Founder, Arrow Partners
“Sandra Powers Murphy brings her long-distance champion’s spirit, intelligence, faith in managers, and diverse and skilled experience, to readers. Great roadmap! Those taking the trip with Sandra will be rewarded.” — John Ahern, Co-Founder, Compass Capital Corporation
“Sandra Powers Murphy goes underneath the hood of what it takes to build and grow an institutional asset management business and allows readers to decide for themselves how to best use the knowledge provided to chart their course to success. Incredibly
in-depth, The Road to AUM provides a 360-degree view of what it takes to build
a successful firm. This is no average marketing strategy book.”
— Matthew McCue, Co-Founder & Managing Partner, Financial Investment News
“Long-term relationships between institutional investors can lead to significant performance advantages over time. This book shares deep and relevant insight
for managers interested in laying the groundwork and building those productive relationships with asset owners.”
— Sarah Keohane Williamson, CAIA, CFA; Chief Executive Officer, FCLTGlobal
“Sandra Powers Murphy has created a comprehensive marketing and sales handbook for managers that is equally valuable for any service business—small or large. The toolkits presented in The Road to AUM should be a must-read for anyone just starting out or seeking to accelerate growth in the professional services environment.”
— Susan Loconto Penta, Managing Partner & Co-founder, MIDIOR Consulting; Executive Professor, Northeastern University
“The Road to AUM is an indispensable guide for every money manager, whether large or small, established or emerging. Paying close attention to the details can make all the difference between a successful fundraising effort and a failed one. This book gives managers the tools to substantially skew the odds in their favor. It is a transformational opportunity for firms willing to do the hard work necessary to get on the
right path to institutional asset growth.”
— Scott Nance, CAIA, Head of Business Development, ImpactAssets
“Anyone seeking to market an institutional investment strategy should read
Sandra Powers Murphy’s book to understand what hiring firms are really
looking for on behalf of their clients and why.”
— Coventry Edwards-Pitt, CFA, CFP®, Chief Wealth Advisory Officer, Ballentine Partners, LLC; author of Raised Healthy, Wealthy & Wise and Aged Healthy, Wealthy & Wise
“Sandra Powers Murphy’s passion for this topic is palpable, as is her deep commitment to process. Sandra’s experience allows her to boil down complex topics to their essence, making the information accessible and actionable. The Road to AUM
integrates years of insights and critical thinking into one well-written
‘go to’ volume which is a great gift for managers.”
— Susan Dahl, CEO, LEVATUS Wealth Services
