True Story: JGC helps firm attract $20mil AUM and reduce expenses by $80,000

Share: [fny id=”2″]


  • 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.
  • No monitoring of projects and current staff workload
  • Unable to market to new leads due to lack of time and website
  • Overwhelmed and disorganized


CRM: Redtail enhanced with eliminating 70% of inactive contacts and new segmentation
DOC MGMT: Net Documents and integrated with Redtail
DICTATION: CopyTalk and integrated with Redtail for rainmakers
PORT MGMT: RocketIt services enhanced
EMAIL: Redtail with Smarsh archive and integrated with Redtail
FINANCIAL PLANNING: Money Guide Pro and integrated with Redtail
EMAIL DRIP: Redtail Broadcast Email
FORMS: Laser App Group and integrated with Redtail
HARDWARE: phone headsets, dual monitors, desktop scanners
WEBSITE: moved from under construction to published
STAFF: attracted new planner candidates
OUTSOURCED: Outsourced Bookkeeper, Virtual Assistant, IT Provider
PROCESSES: Lead to Prospect, Prospect to Client, New Client On Boarding, Annual Client Servicing, Investment Reporting, Marketing



  • $20 million AUM growth
  • Staff attrition of $80,000 with no need for replacement due to productivity increase
  • Reduced cost of new office space lease cost due to drastic reduction of need for square footage & gained 3 more offices
  • CRM navigation speed drastically increased, thus improving productivity
  • Attracted seasoned younger advisor
  • Quicker onboarding of new clients and new hires



Please share with your peers: [fny id=”2″]

Seeking to transform your business and culture? Chat with me HERE.

Want to read more solutions? Subscribe HERE.

Print This Post Print This Post


Jennifer Goldman signature
This is a headshot if Jennifer Goldman

P.S. Want to talk? – Click HERE  to schedule a 30-minute chat. Want to learn? Click HERE for our monthly newsletter or go to our DIY Lessons and Templates.

Join Our Monthly Newsletter

Take Our Free

Interested in learning more?

Want to Talk? Schedule a

Know Someone Who Could Benefit From Todays Insight?

Related Posts

Pin It on Pinterest

Share This

Share This

Spread the word!