Our 2022 Year in Review

Jan 18

2022 was an unforgettable year. Following years of uncertainty and entering a new phase of market decline, we have forged on feeling prepared to tackle what lay ahead. We decided to make some large internal changes here at Fiat this year, which has impacted many areas of our practice—mostly in a positive way! So, in this episode, we will be sharing our year in review and explaining not only what changes we made, but also how these changes shifted our business.

Listen in as we go over our current assets under management, our client retention, and why our client retention has changed from last year. You will learn how many employees Fiat has brought on this year, the biggest challenges Fiat faced this year, and the biggest successes our team had.

What You’ll Learn:

How Fiat’s client retention has compared this year to last year.
Why our client retention is no longer 100%.
What our AUM is currently.
How much Fiat’s internal team has grown.
The changes Fiat has seen this year.
The biggest challenges we faced this year.
Fiat’s biggest successes in 2022.

Ideas Worth Sharing:

“This year people were forced to pay attention.” - Fiat Wealth Management
“We live in a world of uncertainty, but I think we all hit our upper threshold of uncertainty this year.” - Fiat Wealth Management
“We make a point that no matter what is happening behind the scenes, our clients’ best interest is always put first.” - Fiat Wealth Management