--- title: "Wealth Management Firm — $24M Net new assets in one year | Aspen" url: https://getaspen.com/work/csc-growth-machine description: "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." lang: en --- All transformations (https://getaspen.com/#approach) Story 03 · Full Funnel · Video · Growth # 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. Wealth Management Firm · Charleston, SC $24M Net new assets in one year Image: Wealth Management Firm case study (https://getaspen.com/__l5e/assets-v1/f4fba207-86ce-4267-8112-99ac172808f0/csc-growth-story-v4.png) $24M Net new assets in one year $12M Largest client ever closed 53 Referrals in ten months "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." Wealth Management Firm · Charleston, SC ## 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 Aspen partnership ## The team behind your AI transformation. Book a Demo: https://calendly.com/d/3rs-82d-kpc ## Structured data ```json [ { "@context": "https://schema.org", "@graph": [ { "@type": "Organization", "name": "Get Aspen", "url": "https://getaspen.com", "logo": "https://getaspen.com/apple-touch-icon.png", "description": "AI implementation firm for financial advisors. 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