- Jennifer Goldman - https://www.jennifergoldmanconsulting.com -

True Story: JGC steers $2.1b AUA firm to 75% productivity increase, better client experience, and scalable business

Problem Image


Business isn’t growing
Profit margins are in the single digits
Clients want, but don’t have, transparent access to information
Staff aren’t productive
Tech is antiquated
Marketing is non-existent
Manual entry work in Excel is abundant along with one-off reporting
No formalized processes, sales tracking, reporting, tasking
No staff mentoring or active business improvement management

$2.1 billion AUA
4 senior owners and 2 owners-in-waiting
9 staff
Clients are HNW families and institutions (schools, pensions, banks)
Investment management and oversight services provided

Idea Image


We assessed the business revenue model and pricing, client segments, memorized processes, marketing, staff skills/wishes/capacity, and tech. We presented a master plan of recommendations, costs, implementation timelines, champions, and benefits of each recommendation. We then “sold” the benefits and possible impact of the recommendations to receive approval to implement a few ideas below:

Solution Image



As always, we are here to help.

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