Rona Birenbaum of Caring for Clients is part of this year's WP Top 50 Advisors.
26 Rona Birenbaum
Caring for Clients
Queensbury Strategies
Toronto
AUM GROWTH: $18,440,000
AUM PER CLIENT: $493,135
REVENUE PER CLIENT: $3,963
CLIENTS AT END OCT 2015: 267
RETENTION RATE: 100%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 27
A three-time member of the WP Top 50 Advisors list, Rona Birenbaum has more than $131 million AUM, with an average of more than $493,000 AUM per client. Birenbaum is the founder of Caring for Clients, and is widely regarded as an industry thought leader. Frequently contacted by the media as a resource on a wide range of financial planning subjects, she also publishes a popular financial blog, Money Insights.
Caring for Clients
Queensbury Strategies
Toronto
AUM GROWTH: $18,440,000
AUM PER CLIENT: $493,135
REVENUE PER CLIENT: $3,963
CLIENTS AT END OCT 2015: 267
RETENTION RATE: 100%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 27
A three-time member of the WP Top 50 Advisors list, Rona Birenbaum has more than $131 million AUM, with an average of more than $493,000 AUM per client. Birenbaum is the founder of Caring for Clients, and is widely regarded as an industry thought leader. Frequently contacted by the media as a resource on a wide range of financial planning subjects, she also publishes a popular financial blog, Money Insights.
