VIEW OUR CLIENT'S STORY OF $3MIL PROFIT INCREASE IN 6 MONTHS
PROBLEM TO SOLVE:
- Unable to expand the client base
- Unable to attract hires at all levels
- Frequent technology setbacks
- Staff overloaded
- No ability to scale the business and ensure providing quality service due to lack of processes
READ HOW OUR CLIENT ATTRACTED A NEW ADVISOR & $20M AUM WHILE REDUCING EXPENSES BY $80K
PROBLEM TO SOLVE:
- Unable to attract advisors with books of business to join the firm
- Unable to attract operations staff to join the firm
- Unable to accommodate more advisors due to lack of space
- Difficulty increasing the wealth management business without increasing the size of the staff.
CLICK ON STORY OF 1 YEAR GROWTH OF $27M AUM 2 NEW STAFF & MAINTAINING 5 HR WORKDAY
PROBLEM TO SOLVE:
- No time to network for more business
- Unable to attract an advisor to join firm, due to lack of processes and technology
- Staff overloaded with work
SEE STORY OF $200K+ DECREASE IN EXPENSES USING OUTSOURCERS & CLOUD TECH
PROBLEM TO SOLVE
- Staff not working at the highest skill level and overloaded with work
- Lack of time to attract and on board new clients
- Unable to attract new advisors and open new locations
- Dilution of 3 office, regional brand due to lack of standard operating processes
- Unable to monitor quality of client servicing
