Practice Management Case Studies

Practice management case studies for growing advisory firms. Hiring, G2 transitions, fee optimization, and technology stack strategies that scale revenue.

170 case studies

$120,000 Increase in Profitability Through Fee Schedule Optimization

Learn how a revised fee schedule at Montgomery Retirement Solutions boosted profitability by $120,000 in just one year.

$2.1M AUM Increase: Optimizing Capacity Planning for Dr. Santos

Strategic capacity planning resulted in a $2.1 million AUM increase for Santos Financial, improving workflow and client management. See how we did it.

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$2.1M Valuation Increase: Strategic Firm Growth Initiatives

Luminary Wealth Partners increased their firm valuation by $2.1M through strategic initiatives. Learn how they achieved this success.

$250K Revenue Increase: Nakamura's Fee Schedule Redesign

Discover how Robert Nakamura redesigned Pacific Ridge Wealth's fee schedule to better reflect value, increasing revenue by $250K.

$340,000 Tax Savings: Optimizing Team Compensation Structure

Harrington Legacy Advisors achieved $340,000 in tax savings by optimizing their team compensation structure. Read about their strategy.

$340K Tax Savings: Ferguson's Advanced Planning Strategies

Discover how Ferguson Estate Planning generated $340,000 in tax savings for clients by implementing advanced tax planning strategies. Optimize client finances.

$340K Tax Savings: Niche Focus on Physicians for Precision Financial

By specializing in physician financial planning, Precision Financial delivered significant tax savings and improved financial outcomes.

$340K Tax Savings: Proactive Tax Planning Boosts AUM

Learn how Rossi Family Office Services identified and implemented tax-saving strategies, resulting in $340,000 in savings for their clients.

$340K Tax Savings: Strategic Tax Planning Implementation

Learn how Sarah Chen implemented strategic tax planning for high-net-worth clients, resulting in $340,000 in tax savings.

$340K Tax Savings: Whitfield Implements Advanced Tax Planning Strategy

Whitfield Tax & Wealth delivered $340,000 in tax savings for clients by implementing advanced strategies focused on optimization and proactive planning.

$75,000 Savings: Tech Stack Audit Reduces Redundant Software Costs

Discover how a tech stack audit at New Horizons Financial saved $75,000 by eliminating redundant software and optimizing tool usage.

18% AUM Growth: Advisor Development Program Boosts Client Acquisition

Whitfield Tax & Wealth launched an advisor development program, resulting in an 18% increase in AUM through improved client acquisition skills.

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