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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

Improved Performance Reviews Lifted Advisor Satisfaction by 35%

Overhauled performance review process boosted advisor satisfaction by 35% at Richardson & Associates, increasing employee retention.

Improved Team Performance: Implementing Structured Performance Reviews

Whitfield Tax & Wealth implemented a structured performance review system, enhancing employee development and overall team performance.

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Increased Advisor Team Collaboration by 30% Using Shared Workspace

Learn how the implementation of a collaborative workspace boosted team cooperation and advisor efficiency at Montgomery Retirement Solutions.

Increased AUM by 18%: Enhanced Client Communication Program

Discover how Meridian Wealth Partners increased AUM by 18% through a revamped client communication program. Learn more.

Increased Revenue Per Advisor by 18% Using Enhanced CRM Data

Leveraging enhanced CRM data increased revenue per advisor by 18% at Richardson & Associates, boosting firm profitability.

Increased Revenue Per Household by 22% with Fee Restructuring

Luminary Wealth Partners increased revenue per household by 22% by redesigning their fee structure. Discover how.

Increased Revenue: Refining Comp Plan to Fuel Growth

Rossi Family Office Services restructured their compensation plan to align incentives with growth goals increasing revenue.

Inspiring Spaces: Granite Peak's Renovated Office Doubles Meetings

Learn how Granite Peak Advisors' office redesign improved team morale and doubled the number of in-person client meetings held monthly.

KPI Dashboard Boosts Advisor Productivity by 35% at Legacy Bridge

Implementing a KPI dashboard increased advisor productivity by 35% at Legacy Bridge Advisors through real-time performance tracking.

KPI Dashboard: Granite Peak Gains 18% Efficiency

Explore how Granite Peak Advisors leveraged a KPI dashboard to track key metrics, leading to an 18% increase in operational efficiency.

Legacy Bridge Advisors Increases Advisor Capacity by 40% with Outsourcing

Legacy Bridge Advisors increased advisor capacity by 40% by strategically outsourcing administrative tasks and investment research.

Lisa Tanaka: 40% Faster Client Onboarding with Automation

Precision Financial streamlined client onboarding, boosting efficiency and client satisfaction with a faster, automated process.

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