THINKING OF TRANSITIONING TO INDEPENDENCE

Breakaway Advisor

Don’t let 20-30% of your current clients be confused about why you made the transition and why they should follow you.

ADVISOR STORY

Father and son advisors who wanted to open their own advisory firm

 

Firm size: 2 advisors

Specialty: Business owners and families

Location: Santa Rosa, CA

Challenge

Bruce and Duncan Kelm realized that attracting new investors would require an exceptional web presence and a comprehensive marketing strategy. They  knew they needed to partner with a team that understood the financial services and how to get started quickly.

Solution

In addition to really zero in on Arrow Point Wealth’s new brand, AZELLA quickly created a brand that represented them well and launched the firm’s new website, making sure it had strong SEO and mobile optimized to quickly capture those seeking them.

Results

AZELLA was able to successfully help them launch their new brand in less than 30 days. The Kelms search results showed within days. “Suddenly, calls started coming in,” Bruce mentioned someone Googled, came to their website and ended up being a million dollar client. Bruce also went on to mention “since leaving Morgan Stanley they are up 45%”.

90%
Clients retained during transition
$150m
Assets Under Management
45%
Increase in revenue

Bruce Kelm, MBA, CFP®

With nearly three decades of experience to draw on, Bruce Kelm relishes the challenge of guiding clients through changing markets and helping them pursue the goals that give their lives meaning. He and his son, financial advisor Duncan Kelm, founded Arrow Point Wealth Management in May 2020, to better serve clients with independent and entrepreneurial advice. Before that, he served as a financial advisor at firms that include Merrill Lynch.