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

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



  • 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


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