Jason Rosener started looking for potential firms to join with the goal to find a modern, client-centric approach backed by innovative technology and tools.
Their search led them to United Capital in 2015. For Jason, United Capital was the only firm that gave his financial advisors team the autonomy to do what they do best while providing high-quality resources in areas where they needed support: revenue growth, client experience, and marketing.
We had a singular focus—what will make us better and who will make us better. United Capital was the firm that was going to do that for us.
The decision to join created a true collaboration and measurable growth for Jason’s team. Three years after joining, they’ve realized a 17% increase from their pre-acquisition assets under management. Moreover, annual revenue has grown by 40%.
Jason credits his financial advisory practice growth and re-engaged client base to the Personal Financial Management approach. It puts people first, not products, helping Jason and team change people’s lives and develop deeper relationships with clients.
The decision to identify the best firm to team up with for your clients and the growth of your practice is among the most critical business decisions you can make. Understanding your choices and what differentiates one option from another involves clarifying what’s most important to you. Jason joined the firm because he saw opportunities for revenue growth, he wanted to give his clients an enhanced client experience, and he believed it was the right fit for his firm. That decision grew his business and freed up valuable time and energy to focus on clients.
Learn more about Personal Financial Management Advisors in Denver.
By submitting this information, you hereby authorize and request that PFM contact you through any direct contact and any automated means, including but not limited to use of an auto-dialer, pre-recorded/artificial voicemail and SMS, and by email to discuss PFM’s products or services, and acknowledge that PFM will use your information as described in its Privacy Policy and Terms of Use. PFM may share your information with other subsidiaries of The Goldman Sachs Group, Inc. and they may also contact you directly through any of the same means listed above.
To withdraw your consent to receive calls or to change your contact preferences, please call us at 1 (800) 796-3315. To stop marketing emails, follow the opt-out instructions in the email received.