How Efficient Employee Onboarding Helped a Fee-Only Planner 4X his Revenue in Two Years
“I want to grow my practice to grow my full earning potential and serve my clients well, and Hubly helps me do that by making me efficient and organized. My firm is now built on a strong foundation with structured workflows"
Justin Chidester is a fee-only financial planner and owner of Wealth Mode Financial Planning, a comprehensive financial planning firm in Logan, Utah. Justin helps young professionals and families live their best financial lives by providing service-based advice virtually across the United States.
Like most of us, Justin’s work changed considerably in early 2020. Already near capacity, he experienced a sudden influx of new clients looking to take advantage of student loan deferrals and related pandemic-era programs.
While he hadn’t anticipated hiring additional team members right away, Justin quickly realized he would need to bring on more staff to manage demand without compromising the level of client care he offered.
With an expanded team, however, came new challenges. Justin’s biggest bottleneck became onboarding new hires, training, and getting everyone up to speed quickly.
Hubly has helped Justin be able to ‘plug and play’ new team members into existing processes with little to no manual onboarding — even employees with no prior industry experience. Download the case study to find out how.