{"id":4463,"date":"2017-03-08T09:57:00","date_gmt":"2017-03-08T09:57:00","guid":{"rendered":"https:\/\/emoneyadvisor.com\/blog\/emoney-opens-new-markets-for-fast-growing-advisor-case-study\/"},"modified":"2021-02-03T16:11:49","modified_gmt":"2021-02-03T16:11:49","slug":"emoney-opens-new-markets-for-fast-growing-advisor-case-study","status":"publish","type":"thought_leadership","link":"https:\/\/emoneyadvisor.com\/blog\/emoney-opens-new-markets-for-fast-growing-advisor-case-study\/","title":{"rendered":"eMoney Opens New Markets for Fast Growing Advisor (Case Study)"},"content":{"rendered":"<p>For 15 years, Heron Wealth operated as an individual \u201clifestyle\u201d 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.<\/p>\n<p>As he noted at the time, \u201cThe period of \u2018trial and error\u2019 is over. I need to rebuild this firm from the ground up using 100% \u2018best practices\u2019 in everything we do.\u201d So David set his sights on growing his firm dramatically, with a goal of going from $65 million AUM to a lofty $1 billion.<\/p>\n<p>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:<\/p>\n<ul>\n<li>Used eMoney to create a \u201cBionic Advisor\u201d<\/li>\n<li>Established a highly successful and efficient client acquisition process<\/li>\n<li>Adopted a new pricing model to target younger clients and provide an on-ramp to their services<\/li>\n<\/ul>\n<p><center><!--HubSpot Call-to-Action Code --><br \/>\n<span id=\"hs-cta-wrapper-5229f264-88b7-461e-bf3d-f48a8c27b1d7\" class=\"hs-cta-wrapper\"><br \/>\n<span id=\"hs-cta-5229f264-88b7-461e-bf3d-f48a8c27b1d7\" class=\"hs-cta-node hs-cta-5229f264-88b7-461e-bf3d-f48a8c27b1d7\"><br \/>\n<!-- [if lte IE 8]>\n\n\n<div id=\"hs-cta-ie-element\"><\/div>\n\n\n<![endif]--><br \/>\n<a href=\"https:\/\/cdn2.hubspot.net\/hubfs\/412965\/Case%20Studies\/Final%20Heron%20Wealth%20Case%20Study.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><img loading=\"lazy\" decoding=\"async\" id=\"hs-cta-img-5229f264-88b7-461e-bf3d-f48a8c27b1d7\" class=\"hs-cta-img alignnone\" style=\"border-width: 0px;\" src=\"https:\/\/no-cache.hubspot.com\/cta\/default\/412965\/5229f264-88b7-461e-bf3d-f48a8c27b1d7.png\" alt=\"Download the\u00a0Case Study\" width=\"334\" height=\"48\" \/><\/a><br \/>\n<\/span><br \/>\n<script charset=\"utf-8\" src=\"https:\/\/js.hscta.net\/cta\/current.js\"><\/script><br \/>\n<script type=\"text\/javascript\">\n        hbspt.cta.load(412965, '5229f264-88b7-461e-bf3d-f48a8c27b1d7', {});\n    <\/script><br \/>\n<\/span><br \/>\n<!-- end HubSpot Call-to-Action Code --><\/center><\/p>\n<h2>Who is Heron Wealth?<\/h2>\n<p><a href=\"http:\/\/www.heronfinancialgroup.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">Heron Financial Group<\/a> 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\u2019s purpose is to clarify and simplify the means by which clients achieve their financial goals.<\/p>\n<ul>\n<li>Advisory Model: SEC RIA<\/li>\n<li>Executive Leadership: David Edwards, Founder &amp; President<\/li>\n<li>Headquarters: 205 East 42nd Street 20th Floor New York, NY 10017<\/li>\n<li>Years in Business: 15 years as solo; 5 years as team<\/li>\n<li>Number of Advisors: 4<\/li>\n<li>Assets Under Management: $300 million<\/li>\n<\/ul>\n","protected":false},"author":47,"featured_media":4464,"template":"","thought_leadership_cat":[95,94,93],"class_list":["post-4463","thought_leadership","type-thought_leadership","status-publish","has-post-thumbnail","hentry","thought_leadership_cat-advisor-perspectives","thought_leadership_cat-financial-planning","thought_leadership_cat-industry-news-and-trends"],"acf":{"left_sidebar_ads":false,"right_sidebar_ads":false},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Case Study: New Markets Open for Fast Growing Advisors | eMoney Advisor<\/title>\n<meta name=\"description\" content=\"eMoney is opening up new markets for advisors. 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