Simplify lead generation, improve your digital presence, and generate new business with digital marketing technology designed to help you accelerate growth.

Welcome to
Heart of Advice

a new source of expert insights for
financial professionals.

Get Started

Tips specific to the eMoney platform can be found in
the eMoney
application, under Help, eMoney Advisor Blog.

eMoney Logo
Magnifying Glass Icon
Mobile Menu Icon Close Mobile Menu Icon
Arrow Icon

Heart of Advice

Insights and best practices for successful financial planning engagement
Learn more

Back to All Articles

Explore Our Categories

eBook - Power to the Plan: The (R)evolution of Financial Advice

READ NOW

eMoney Opens New Markets for Fast Growing Advisor (Case Study)

eMoney Communications Team March 8, 2017

For 15 years, Heron Wealth operated as an individual “lifestyle” practice, allowing its owner, David Edwards, to pursue a comfortable family life in New York City. In 2011 however, David found himself reconsidering the direction of his business.

As he noted at the time, “The period of ‘trial and error’ is over. I need to rebuild this firm from the ground up using 100% ‘best practices’ in everything we do.” So David set his sights on growing his firm dramatically, with a goal of going from $65 million AUM to a lofty $1 billion.

This case study reveals how a one-man shop growing assets at a 5% annual rate transformed into a hyper-productive team growing AUM 30-40% annually. In it, you will find insights into how Heron Wealth:

  • Used eMoney to create a “Bionic Advisor”
  • Established a highly successful and efficient client acquisition process
  • Adopted a new pricing model to target younger clients and provide an on-ramp to their services





Download the Case Study




Who is Heron Wealth?

Heron Financial Group is a Registered Investment Advisor firm serving individuals and families across the United States, Europe, Asia and Latin America. Clients include owners of businesses, corporate executives, managing partners of law firms, financial institutions and consultancies, and rising professionals. Heron’s purpose is to clarify and simplify the means by which clients achieve their financial goals.

  • Advisory Model: SEC RIA
  • Executive Leadership: David Edwards, Founder & President
  • Headquarters: 205 East 42nd Street 20th Floor New York, NY 10017
  • Years in Business: 15 years as solo; 5 years as team
  • Number of Advisors: 4
  • Assets Under Management: $300 million
About the Author

The eMoney Communications team is dedicated to helping users find the most efficient and impactful ways to plan for their clients, while striving to make basic and advanced financial planning accessible for all.

You may also be interested in...

Guiding clients through market volatility

Guiding Clients Through Market Volatility

One of the best things about uncertain times is that they remind us to take stock of those checks and… Read More

Bringing on first financial planning clients

How to Bring on Your First Financial Planning Clients

Most financial professionals today understand the value of financial planning. My team at Beratung Advisors grew AUM by 500 percent after making… Read More

Upcoming CE Webinar: Financial Planning Opportunities in 2021 (1 CFP® CE Credit)

The COVID-19 pandemic has made a profound impact on clients’ lives and their ability to achieve their financial goals. These… Read More

Webinar - Financial Planning During the COVID-19 Economy - 1 CFP® CE Credit

Join us as we discuss how clients can maximize their use of savings and investment vehicles to meet their financial goals in the COVID-19 economy. Thursday, February 4th, 2021 from 2:00 p.m. ET

REGISTER NOW
Webinar - Financial Planning During the COVID-19 Economy - 1 CFP® CE Credit

Join us as we discuss how clients can maximize their use of savings and investment vehicles to meet their financial goals in the COVID-19 economy. Thursday, February 4th, 2021 from 2:00 p.m. ET

REGISTER NOW

Sign up to have the most popular Heart of Advice posts delivered to your inbox monthly.

Sign up to have the most popular Heart of Advice posts delivered to your inbox monthly.

Heart of Advice by eMoney Advisors

Welcome to
Heart of Advice

a new source of expert insights for
financial professionals.

Get Started

Tips specific to the eMoney platform can be found in
the eMoney
application, under Help, eMoney Advisor Blog.