Hitesh Mistry

Managing Director @Evolved Advisor

York, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2013 — Present

Managing Director @Evolved Advisor

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York, GB

EDUCATION

2005 — 2009

Bournemouth University

2:1, Business information technology

SKILLS

Software Development Life Cycle (Sdlc)Stakeholder ManagementBusiness IntelligenceChange ManagementE-CommerceEmail Marketing SoftwareBusiness Process ImprovementSoftware Project ManagementBusiness DevelopmentCrmItilProject DeliveryExcelSEOBusiness AnalysisResource ManagementSqlScrumProgram ManagementCustomer Relationship Management (Crm)Ms ProjectAgile Project ManagementRelease ManagementSearch Engine Optimization (SEO)Project PlanningSdlcProject ManagementPowerpointMicrosoft ExcelBuilding Customer RelationsProject Portfolio ManagementConsultingProcess ImprovementEmail MarketingAgile MethodologiesManagement

ABOUT HITESH MISTRY

Most Financial Advisors don’t have a lead problem, they have a growth engine problem.For over a decade, I’ve worked with 500+ advisors worldwide who were stuck on the same roadblocks:Inconsistent lead flowPoor lead qualityConversion roadblocksSales frictionThe real issue? Advisors chase leads instead of building systems.That’s why I created the AUM Precision Method - a structured framework that aligns your:Problem-Solving Positioning → messaging that speaks to what high-net-worth clients actually care about.Opportunity Activation Framework → predictable pipelines that generate $500k+ investor leads.Commitment Confidence Process → onboarding that removes friction and builds long-term trust.The result? A marketing engine that compounds AUM - not one-off spikes.If you’re an Advisor ready to replace referrals and guesswork with predictable, sustainable AUM growth, let’s connect.

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