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Practice Management Case Studies | Golden Door Asset Portfolio | Golden Door Asset

PortfolioPractice Management

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

Data-Driven Decisions: New Horizons Sees 12% Revenue Increase

Learn how leveraging data analytics led to a 12% revenue increase at New Horizons Financial under Rebecca Hayes's leadership.

David Park Achieves 98% Client Retention Through Proactive Service Model

Summit Capital Partners improved client retention with a proactive service model, increasing client loyalty and lifetime value. Learn how they did it.

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David Park Creates KPI Dashboard, Improves Advisor Productivity by 18%

Summit Capital Partners enhanced advisor productivity by implementing a KPI dashboard. See how data improved overall output.

David Park Cuts IT Costs by 20% with Strategic Technology Audit

Discover how Summit Capital Partners reduced technology costs by 20% through a thorough IT audit and optimization process.

David Park Drives 40% Faster Client Onboarding with Digital Workflow

Summit Capital Partners slashed client onboarding time using a digital workflow. Discover their techniques and tools.

Diana Rossi: 35% Increased Productivity via KPI Dashboard

Rossi Family Office Services boosted advisor productivity by 35% by implementing a KPI dashboard. Learn how.

Diana Rossi: 40% Faster Client Onboarding with Automation

See how Rossi Family Office Services achieved a 40% faster client onboarding process, improving client satisfaction and advisor efficiency.

Diana Rossi: Growing to a 5-Person Team in 18 Months

See how Rossi Family Office Services grew from a solo practice to a 5-person team in just 18 months, optimizing efficiency.

Diana Rossi: Succession Plan Valued at $3.2 Million

Learn how Rossi Family Office Services developed a comprehensive succession plan, valuing the practice at $3.2 million.

Doubling Capacity: Granite Peak's Team Expansion Strategy

Learn how Granite Peak Advisors successfully doubled their capacity by strategically expanding their team from a solo practice to a five-person operation.

Emily Richardson Achieved 40% Faster Client Onboarding

Richardson & Associates reduced client onboarding time by 40% by implementing a new CRM and automating data entry, boosting client satisfaction.

Enhanced Client Experience: 20% Increase in Net Promoter Score

Discover how New Horizons Financial improved client experience, resulting in a 20% increase in their Net Promoter Score (NPS).

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Lead Gen2781 Client Service2229 Retention289 Compliance190 Practice Management170 Client Onboarding128 Tax Planning79 Estate & Succession70 Niche Specialization49 Charitable Giving27

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