CASE STUDIES

We've helped firms like yours develop a business development strategy and implement the practices internally to increase assets under management. These case studies demonstrate how we've helped actual clients and the results generated from our work together.

TESTIMONIALS

In my tenure with Schwab Advisor Services, I became very familiar with their advisor benchmarking studies that indicate the challenges that firms face with developing and growing business. I sensed these challenges weren't true just for RIA firms. So, when I was tapped to lead business development and marketing for Schwab Charitable, I engaged Brian to support me and my team with creating our platform for growth. Together, we adapted his practical and proven tools and processes for our unique sales needs and opportunities, and he was an essential partner to me and coach to each of our relationship managers over a 2-year period. In that time, we achieved transformational and sustainable growth for the donor-advised fund.

- Liz Hilton

In my experience, most non-brokerage wealth management firms have weak organic growth (growth normalized for the effect of the market) patterns.  Worse, they tend to be conflicted by the terms “sales” and “business development.”  Hughes Growth Strategies’ (HGS) proven approach centers on process management and the straightforward mechanics of execution.  Every firm can apply HGS’s templates and see immediate results regardless of their orientation to “sales” or their staffing models.

- Jamie McLaughlin
  Founder, J.H. MCLAUGHLIN & CO., LLC

AWARDS

Family Office Review "Michael J. Brink Wealth Industry Leadership & Service Award" for 2015