Jason Rosener and his partners started looking for potential acquisition opportunities for their financial advisory business with two goals: First, to find a modern, client-centric approach backed by innovative technology and tools. Second, and most importantly, to keep their 23-person team intact without disrupting the distinctive culture they had created over the years.
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 United Capital 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 firm’s 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 sell your firm and identify the best strategic partner for your clients and employees is among the most critical decisions a firm owner 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 the most important part of his company—his clients.
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*Data as of Q2 2019