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