How Meghan’s Team of 5 Uses Hubly to Function like a Team of 10
“How much we are managing, from an ongoing client service standpoint, simply wouldn’t be possible without Hubly.”
Meghan Rutherford is the Managing Director of Operations at Ridgeline Financial Partners, a comprehensive financial planning and wealth management firm based in Avon, Connecticut.
Known by their clients for their stellar client experience, Ridgeline Financial Partners had to ensure that they could maintain their high-level client experience with this new surge of growth. However, without the technology to efficiently document their existing processes, track client progress, and train new team members, they risked having things fall through the cracks.
In this case study, learn how Meghan used Hubly to reach a target milestone of $500MM in AUM and continuously onboard 5-10 new clients per week. Oh, and spreadsheets? They’ve been retired and everything – past, present, and future – is now tracked in Hubly.