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

Sophia Martinez Achieves 28% Revenue Boost with Niche Market Focus

Luminary Wealth Partners increased revenue by 28% by specializing in tech executive financial planning. Learn about their niche market strategy.

Strategic Niche: 30% AUM Growth Targeting Healthcare Professionals

Discover how Benjamin Chow at Pacific Gate Capital achieved 30% AUM growth by developing a strategic niche market targeting healthcare professionals.

Back to All Case Studies

Explore how a strategic office redesign at Pacific Ridge Wealth led to a 12% increase in the number of client meetings.

Practice Management Case Studies

Sophia Martinez Achieves 28% Revenue Boost with Niche Market Focus

Strategic Niche: 30% AUM Growth Targeting Healthcare Professionals

Strategic Office Redesign: 12% Increase in Client Meetings

Strategic Revenue Per Advisor Analysis Drives 10% Profit Margin Increase

Strategic Succession Plan: Ensuring Smooth Transitions at New Horizons

Streamlined Compliance: 25% Reduction in Audit Preparation Time

Streamlined Compliance: Reduced Audit Time by 30%

Streamlined M&A Integration: 30% Cost Reduction in 18 Months

Streamlined Onboarding: 40% Faster Client Integration Process

Successful Continuity Plan Ensures 100% Business Value Transfer

Successfully Integrated $200M Book with Seamless Transitions

Successful M&A Integration: $200M AUM Book Achieves 90% Retention