Mark McNulty of McNulty Group is part of this year's WP Top 50 Advisors.
4 Mark McNulty
McNulty Group
Markham, Ont.
AUM GROWTH: $21,000,000
AUM PER CLIENT: $2,842,105
REVENUE PER CLIENT: $25,263
CLIENTS AT END OCT 2015: 95
RETENTION RATE: 100%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 5
Mark McNulty’s strong numbers in AUM per client ($2.8 million) and revenue per client (more than $250,000) cemented his place in at number four. McNulty has created a thriving practice serving Ontario dentists, helping them transition from a life of successful practice to a stress-free retirement. He is also the author of The Transition Coach 2.0: A Canadian Dentist’s Guide to a Perfect Retirement and The $6 Million Dentist.
McNulty Group
Markham, Ont.
AUM GROWTH: $21,000,000
AUM PER CLIENT: $2,842,105
REVENUE PER CLIENT: $25,263
CLIENTS AT END OCT 2015: 95
RETENTION RATE: 100%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 5
Mark McNulty’s strong numbers in AUM per client ($2.8 million) and revenue per client (more than $250,000) cemented his place in at number four. McNulty has created a thriving practice serving Ontario dentists, helping them transition from a life of successful practice to a stress-free retirement. He is also the author of The Transition Coach 2.0: A Canadian Dentist’s Guide to a Perfect Retirement and The $6 Million Dentist.