Hello [First Name]!
I hope you're doing great! Noticed you are part of the top RIA's in the US (according to FA-mag).
Congrats on growing your AUM base at [company name].
Bought you a Grande Latte with Extra Caramel Drizzle to celebrate!
But because I'm traveling right now I had to drink your cup, sorry haha:
I know growing AUM isn't easy, but seems like you guys are doing a killer job! 😊
To more success,