Building a growth machine from the ground up.
Eight years went into building this comprehensive wealth management firm serving high-net-worth individuals and business owners in Charleston. The product and a unique investment approach were there, but no marketing infrastructure to match the ambition — and 60+ hour weeks kept it all running. Aspen built the entire engine the right way.
"Hiring you guys has totally forced me to finally feel like my responsibilities are closer to that of an owner — not just working in the business, which is something I've dreamed of since I started in this space."
The challenge
The founder came to Aspen burned by a previous vendor that took his money, built a funnel around one strategy, then pushed a full pivot that wasted a year of investment. Lead quality was terrible — out of 15 leads, only 1 cleared his threshold. His previous platforms didn't integrate with approved compliance systems, creating regulatory exposure. He had no video content, ad fatigue was setting in, and 60+ hour weeks left no room to work on the business.
The approach
Aspen rebuilt everything from scratch on compliant platforms. We delivered a full funnel rebuild — new website, a "Taxes in Retirement" lead magnet, a "Family CFO" messaging framework, qualification quiz, and booking flow. We produced 12–15 professional videos a month including ad creative and a long-form VSL, stood up compliant email, SMS, and review-request automation, optimized his CRM and onboarding workflows, and ran monthly accountability meetings tuning the engine month over month.
The outcome
The firm added $24M in net new assets in a single year, growing roughly $2M in AUM per month. The founder's personal production exceeded $500K, beating his $300K goal, and he closed his largest client ever at $12M. The referral engine generated 53 referrals in ten months, converting 20 into new clients — all while the founder stepped into the role of owner working on the business.
What we ran
- Full funnel & website rebuild
- Lead magnet & qualification quiz
- Professional video production
- Email, SMS & review automation
- CRM & onboarding optimization
- Monthly strategy & accountability