By offering this concierge onboarding process, John’s firm is on track to grow revenue by 29% to $1,900,000 this year.

In his demo, John will show:

• How he developed an efficient weekly status update report to keep new clients apprised on where they stand in the onboarding process
• The dedicated new-client landing page he created to make it easier for clients to engage with the firm
• The new-client package of curated items he sends at the end of the onboarding process to make clients feel welcome

By creating her structured goals workbook and uncovering clients’ non-negotiable values, Emily has built a more scalable practice generating nearly $200K in planning revenue this year and averaging 20 referrals annually.

In her demo, Emily will show:

• How her firm uses a structured process with a unique workbook to help clients open up at the start of an engagement 
• How she incorporates non-financial questions about goals and preferences to set accountability partner expectations with new clients 
• How the workbook evolved from a spreadsheet to a custom digital intake process 
• The ‘Getting Started’ email she sends after a new client has decided to engage to crystalize key takeaways and inspire action 

By raising their asset minimum to $300K and gracefully transitioning clients who were no longer a fit, Tim’s firm doubled both AUM and profit margin in under three years—growing from $200M to $400M AUM and from a 13% to 26% margin—while maintaining the same number of client households and increasing the average client size from $534K to $1.1M.

In his demo, Tim will show:

• How he restructured his client base using a minimum-fee approach so that only clients aligned with his firm’s value stayed on, freeing up capacity for his best-fit relationships
• The actual communication templates he used with clients to gracefully handle transitions and minimize discomfort
• The business impact of his approach, including how raising fees and letting some clients self-select out immediately improved profitability and gave him more time for higher-value work.

By streamlining her client book, Nicole’s firm gained the capacity to get two teammates licensed and move long-delayed projects forward while also achieving a 35% revenue increase driven by sharper focus and deeper client engagement.

In her demo, Nicole will show:

• How she defined her best-fit client personas not in terms of financial but more qualitative factors instead.
• The client-scoring spreadsheet she used to evaluate each relationship across these qualitative factors and how she tallied a total score which created client segments.
• The communication playbook she used with clients who were no longer a fit to explain the change with empathy and clarity so exiting clients felt supported with straightforward next steps.

By collecting client feedback and doubling down on the highest-value services, Thomas’s $4M firm increased annual revenue by $500,000 in the last 12 months.

In this demo, Thomas will show:

• How he created a list of functional and emotional “jobs-to-be-done” that came directly from conversations with clients and team members
• How he used a simple scoring system to identify trends in client preferences related to these “jobs”
• How he determined which “jobs” to do more of (and which to do less of) to ensure the firm is focusing on fewer but more important services for clients

By rolling out this new service, Daniel increased his close rate from 64% to 83% while simultaneously raising his upfront planning fee from $1,000 to $2,000 and increasing his minimum annual fee—more than covering the cost of the new offering.

In his demo, Daniel will show:

• How he systematically integrates a third-party estate document preparation provider into his service offering to surface and address overlooked estate issues
• The specific client deliverables he uses that make estate planning conversations easier, leading to higher engagement and stronger perceived value.
• The measurable business impact of this approach including successfully raising fees, improving his close rate with new clients, and generating more referrals.