Bridgers Schill Wealth Management Group, an independent RIA located in Moorestown, N.J., helps clients understand how to best leverage the financial resources available to them. The firm works with both individuals and families in order to create comprehensive plans that allow clients to reach their goals – both today and long into the future.
In 2016, Jeffrey Leber, CFP® came on as a partner at Bridgers Schill to lead financial planning for the firm. Almost immediately he noticed that the firm could use a more streamlined and efficient approach to its planning process. The advisors’ approach to working with clients, updating client data, and presenting financial plans was disjointed at best.
In this case study, you’ll learn how Bridgers Schill incorporated eMoney into their workflows and enabled the firm’s advisors to gain significant efficiencies. You’ll also learn how the firm:
- Significantly reduced the length of time spent updating client data using account aggregation resulting in efficiencies and cost savings for the firm,
- Achieved a 90% close rate with prospective clients and captured nearly all of new clients’ assets,
- Built a $50M business across more than 90 clients as a result of implementing eMoney and expects to grow to $100M in the next four years.