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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

Luminary Wealth Partners Cuts Tech Costs by 15% by Consolidating

See how Luminary Wealth Partners reduced technology expenses by 15% through platform consolidation and strategic tech initiatives.

M&A Integration: 90% Client Retention After $200M Acquisition

See how Benjamin Chow at Pacific Gate Capital achieved a 90% client retention rate after successfully integrating an acquisition of a $200M book of business.

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Meridian Wealth Partners: 40% Faster Client Onboarding

Learn how Sarah Chen streamlined client onboarding, cutting processing time by 40% and improving client satisfaction at Meridian Wealth Partners.

Montgomery Retirement Solutions Sees 15% AUM Growth with Targeted Marketing

Explore how targeted marketing strategies helped Montgomery Retirement Solutions increase AUM by 15% in one year.

New Horizons Achieves 40% Faster Client Onboarding with Automation

Discover how New Horizons Financial automated their onboarding process, cutting time by 40% and improving client experience under Rebecca Hayes.

New Horizons Reduces Client Acquisition Costs by 30% Using Referrals

Learn how Rebecca Hayes decreased client acquisition costs by 30% by implementing a robust client referral program.

New Horizons Sees 18% AUM Growth After Team Compensation Overhaul

See how New Horizons Financial restructured their team compensation plan, leading to an 18% growth in AUM.

New Revenue Stream: 12% Increase with Financial Planning Subscriptions

Santos Financial unlocked a new revenue stream and increased revenue by 12% with the introduction of financial planning subscriptions. See how.

Niche Market Mastery: 30% AUM Growth in 12 Months

Discover how Harrington Legacy Advisors grew AUM by 30% in 12 months by developing a niche market specialization. Read the case study.

Office Space Redesign: 15% Boost in Team Productivity

Harrington Legacy Advisors redesigned their office space, resulting in a 15% boost in team productivity. A more modern, collaborative space.

Optimized Advisor Time: 25% Efficiency Gain via Automation

See how Meridian Wealth Partners gained 25% efficiency by automating key administrative tasks, freeing up advisor time for clients.

Optimized Compensation: 15% Increase in New Client Referrals

See how Robert Nakamura restructured compensation to align team incentives with firm growth, resulting in 15% more referrals.

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