How one advisor went from the daily grind to focusing on relationships with his clients
Matt Green, an independent advisor, changed the entire way he does business because of ChangePath, a turnkey asset management platform (TAMP). Matt’s comprehensive practice lost one of its key personnel, but that didn’t stop Matt from having a record year.
In 2016, Matt had $15 million in assets under management (AUM) and $6 million in annuity sales prior to losing his operations manager. Since joining ChangePath, which helps Matt focus on client relationships, he has grown his practice to more than $60 million in AUM and now has more than $9 million in annuity sales.
What’s more amazing is that Matt only works three days a week! We interviewed Matt about his experience with ChangePath. Listen to him in his own words.
Call us at 800.992.2642 if you are interested in learning more about how ChangePath integrates with your firm’s existing processes and creates more time for revenue-driving activities.
Related terms: Agency Building, Annuities, Case Consulting, Case Studies, Customer Relationship Management, Practice Management, Product Training & Knowledge, Sales Strategies, Technology / Software, Training