Tag: Practice Growth

How Fiat Wealth Generated 579 Prospects and $39M+ in New Assets with Wealth.com

The Challenge: Overcoming Disjointed Estate Planning and Client Confusion

Brad Gotto, CEO of Fiat Wealth Management, works with a unique group of hardworking, first-generation wealth clients who have accumulated between $1 million and $10 million in assets. Many of these clients did not fully understand their existing estate plans, often relying on outdated legal documents. Brad found the process disjointed, especially when external attorneys were involved.

“We’d get clients coming in with 15-year-old estate documents, and while the legal language was there, they didn’t really understand what those documents meant for their future,” said Brad. “Estate planning shouldn’t be so fragmented. We knew we needed a solution that gave us more control—something that worked alongside the other financial services we provide.”

The challenge was clear: Fiat Wealth needed an estate planning solution that would simplify the process, make it more accessible to clients, and allow the firm to take charge of the entire process without the need for third-party attorneys every time.

The Solution: Wealth.com Brings Simplicity and Clarity

After exploring multiple options, Brad and his team found Wealth.com to be the right fit. Wealth.com’s features like Ester®, an AI-powered document extraction tool, stood out immediately. Ester summarizes complex estate planning documents, like trusts, to act as a co-pilot for advisors to easily identify and confirm key information. This, combined with the platform’s visualizations and reporting tools, helped Brad gain clarity around clients’ estate structures, potential distributions, and associated costs.

“Wealth.com was a game-changer for us,” Brad explained. “It allowed us to offer estate planning directly within our firm, with a level of control we never had before. It didn’t just make the process easier for us, it made it easier for our clients. They were able to get the clarity they needed, and we were able to walk them through the entire process.”

Brad added, “I’m a big Apple guy, and the platform’s ease of use reminded me of that. It’s intuitive, clean, and just makes sense to use. For clients who aren’t as tech-savvy, that’s crucial.”

Plus, Brad was also looking towards the future when choosing the right solution. “I wanted a platform that grew the way we did,” he said. “One that would continue to evolve and invest in technology. Every platform we looked at seemed to be scratching the surface, but Wealth.com was fully developed and had a team that was committed to improvement.”

Wealth.com’s scalable pricing model made it possible for Fiat Wealth to offer this service to a broader range of clients without significantly increasing costs, which was a key factor in Brad’s decision.

Results: Measurable ROI, Stronger Relationships, and Market Differentiation

“What Wealth.com has done is simplify a complex process, giving us a tool that makes understanding estate planning less daunting for both us and our clients,” Brad said.

Since adopting Wealth.com, Fiat has seen measurable improvements in client engagement and firm growth. Clients are more involved in the estate planning process, actively reviewing documents, asking better questions, and feeling empowered in their decision-making.

“Clients have been pleasantly surprised by how easy the platform is to use,” says Brad. “They’re engaging more than we expected. And that leads to better, more informed decision-making on their part.”

One standout story:

Fiat Wealth was one of three firms considered by a $25 million ultra-high-net-worth family. Wealth.com played a pivotal role in getting Fiat to the final stages of the interview process.

“The family was blown away by what Wealth.com could do,” Brad said. “The platform helped us earn a seat at the table by showing we could deliver a tech-enabled, client-centric planning experience that rivaled much larger firms.”

Additionally, Wealth.com has driven powerful results through Fiat’s educational estate planning workshops. Between May 2023 and December 2024:

  • Workshops Hosted: 56
  • First Appointments Booked: 579
  • New Clients Gained: 35
  • Average Case Size: $1.12 million
  • 3-Year ROI: $4.35
  • 5-Year ROI: $6.57

The ROI on Fiat Wealth’s estate planning workshops has increased significantly. Fiat Wealth offers three key types of educational workshops: tax planning, investment strategies, and estate planning. Of these, estate planning has seen the highest return.

“We spend hundreds of thousands of dollars annually on marketing these workshops,” Brad shared. “Estate planning has shown the highest ROI, surpassing our other two topics. Wealth.com gave us the tools to offer this service confidently and helped us provide more value to the families we serve.”

Brad attributes the success of their estate planning workshops to Wealth.com’s ability to simplify and streamline the estate planning process. “Once I found Wealth.com, I felt confident moving forward. The platform gave me the ability to guide clients in a way I couldn’t before, and that’s helped us see growth in both client engagement and our practice.”

How Brad Sees Wealth.com Shaping the Future of Estate Planning

Looking to the future, Brad sees Wealth.com as an essential tool for the future of financial and estate planning. “Estate planning doesn’t need to be overly complicated or expensive. Wealth.com has proven that you don’t have to rely on expensive attorneys unless absolutely necessary. Advisors can confidently use the platform to guide clients through the process, giving them value right from day one.”

Brad added, “I see Wealth.com as key to helping advisors expand the value they provide. It’s not just about managing assets, it’s about helping clients protect their wealth and plan for the future, in a way that’s both simple and effective.”

“Wealth.com isn’t just about creating documents. It’s about long-term planning. With the platform, we can keep documents updated and ensure our clients’ plans stay relevant without the ongoing cost of working with attorneys. That’s a huge benefit for our clients.”

 

 

Want to See How Wealth.com Can Elevate Your Practice? Schedule a demo today at wealth.com/demo.

A special thanks to Brad Gotto for sharing his valuable insights on how Wealth.com has helped Fiat Wealth Management streamline estate planning and offer more value to their clients.

 

 

 

How Prime Capital Unlocked 10X ROI on Estate Planning with Wealth.com

The Challenge: Managing Complex Estate Structures and Tax Strategies for Business Owners and Executives

Prime Capital Financial has been helping business owners, key executives, and high-net-worth individuals navigate complex financial and estate planning challenges for over 30 years. The firm is known for offering tailored solutions for succession planning, retirement, and legacy preservation. Will O’Rourke, Private Wealth Manager and Estate Planning Attorney at Prime Capital Financial, faced a problem: he was forced to rely on outside attorneys to handle estate planning, which made the process less efficient for both him and his clients. As Will put it, “Before, I had to source outside legal services for clients instead of having a solution I could provide.” This meant that clients were often juggling multiple service providers, leading to inefficiencies and a lack of control over the overall process.

Will knew he needed a solution that would allow him to provide comprehensive service within his own practice, without the constant need for third-party attorneys.

“Wealth.com offers a solution that fills a significant gap in the estate planning industry and helps us provide value that others can’t.”

The Solution: Wealth.com Makes Estate Planning Easy & Accessible

Will knew the importance of offering estate planning services directly within his practice, but he needed a digital solution to streamline the process and make it easier for both him and his clients. After researching several options, he chose Wealth.com. He specifically noted the value of Ester® document extraction as well as the visualizations and reporting features as key reasons why. These features stood out because they helped Will better understand and illustrate clients’ estate structures, potential distributions, and costs, making the entire planning process clearer for both him and his clients.

“I needed a solution that would let me use my attorney license to fill a large gap in the industry,” Will shared. Wealth.com provided a way for him to do that, giving him control over the entire process and allowing him to guide clients through estate planning efficiently, all within his own practice.

Will also appreciated the ease of use and the revenue potential, knowing that Wealth.com would make it easier to add value in ways that other firms couldn’t.

The Results: New Revenue Streams, Better Engagement, and Stronger Client Relationships

Since adopting Wealth.com, Will has seen measurable business growth. Clients are more engaged, asking deeper questions and participating actively in the estate planning process. This has led to clearer outcomes, better alignment on planning goals, and increased client satisfaction. Prime Capital saw full ROI on Wealth.com in less than two months, turning estate planning into a new business opportunity.

As Will shared, “clients have found the platform easy to use and often take a more active role than we expected.” The result has been better decision-making and a more streamlined process for everyone involved.

Will also shared a specific example: “Clients were unclear about the appointments they made in prior estate planning documents and the consequences. They didn’t realize they had appointed relatives as Power of Attorney who have since become incapacitated themselves.” Wealth.com helped clarify these issues, making it easier for clients to spot potential gaps in their existing plans.

As a direct result of integrating Wealth.com into his practice, Will expects to see an additional $5-10K in monthly revenue from the enhanced services he is now able to offer. “Wealth.com not only helps streamline the estate planning process but also opens up new avenues for revenue growth,” Will explained. The combination of increased client engagement, efficiency gains, and revenue growth has made Wealth.com a game-changer for his practice.

How Will Sees Wealth.com Fitting into the Future of Estate Planning

Looking ahead, Will sees Wealth.com as a key tool in democratizing estate planning for advisors. He believes that the platform shows that estate planning does not have to be complex or require large attorney fees unless necessary.

“Estate planning doesn’t have to be overly complicated or expensive if the situation doesn’t call for it. Wealth.com allows advisors to become competent in estate planning and speak to it confidently, which is a huge value to clients.”

A special thanks to Will O’Rourke for sharing his insights on how Wealth.com has helped Prime Capital Financial integrate estate planning into their financial services and create more value for clients.

 

 

Want to See How Wealth.com Can Elevate Your Practice? Wealth.com empowers advisors to simplify estate planning with clarity and control—delivering a streamlined, client-friendly experience for both first generation millionaires and UHNW families. Schedule a demo today at wealth.com/demo.

 

 

 

Archer Investment Management Creates Quick Wins for Clients

Archer Investment Management was founded in 2008 with a holistic approach to financial planning believing advisors should provide their clients help and guidance with all aspects of their finances, including estate planning. They have $270 million assets under management (AUM), working with over 200 households, mostly mid-career, high-income earners in tech with new or young families.

They needed a better digital solution to increase estate planning completion

Although the RIA had been founded in Austin, TX, they have since gone digital-first and work with clients across the country. While they had developed relationships with local, Austin-based estate attorneys, doing so in every state they had clients wasn’t scalable. But the digital estate planning solution they had originally brought on wasn’t working.

“Documents weren’t getting done,” Emily Rassam, Partner and Senior Financial Planner at Archer, said. “It’s almost worse if somebody went through the entire process of creating documents and they were unsigned. So we would have a lot of unsigned documents sitting in our portal.”

Wealth.com integrated easily into their holistic approach

“The big difference with wealth.com is for us to be able to be more involved with the invitation process and that we also developed some workflows, processes and checklists around nudging our clients through the process of creating their documents,” Rassam said.

They were impressed with more than just wealth.com’s platform, it was also the people behind the software.

“Our onboarding experience felt very white glove,” Rassam said. “They showed me how to create my own documents, so I can see what the client experience is like.”

“The other thing is wealth.com’s FAQs are really good,” she added. “Between Anne’s [Anne Rhodes, Chief Legal Officer at wealth.com] videos and then everything inside the platform as you moved through each screen, I feel like I didn’t need as much help.”

Wealth.com has become a relationship builder and is a big accomplishment for clients

“We helped exactly 35 clients start their estate planning documents with wealth.com in the 35 weeks we’ve been offering the service,” Rassam shared. “That’s 35 families who likely wouldn’t have created documents otherwise because finding an attorney and paying thousands of dollars is stressful.”

Her favorite quote from a client so far is:

“What we just did together in 20 minutes, took me 20 years to sit down and do.”

“When you think about the cost of wealth.com and the cost of us actually having to do the work versus getting this crossed off somebody’s list, it’s a huge relationship builder,” she said. “It gives our clients a lot of peace of mind. And this is exactly what we can help them do. It’s something we can very easily point to and say, ‘we accomplished this big thing.’”

“It’s a nice lever to mark down as being accomplished,” she added. “I’m not giving them legal advice in any way but we’re getting it done.”

“I love this complimentary value-add we get to provide our clients and their families,” she added.

 

 

 

How 9i Capital Group Uses Wealth.com to Make Estate Planning More Accessible

The Challenge: Overcoming Estate Planning Misconceptions

For years, Kevin Thompson has helped retirees navigate the complexities of financial planning. However, a common misconception among his clients was that estate planning was only for the ultra-wealthy or prohibitively expensive. Many retirees overlooked critical documents—such as medical directives, durable powers of attorney, and living wills—that could significantly impact their futures.

Estate planning at his prior firms was often cumbersome and inefficient, requiring extensive coordination with attorneys or, in some cases, being deprioritized altogether due to its complexity. Kevin knew there had to be a better way.

The Solution: Wealth.com’s Accessible and Scalable Estate Planning Platform

Kevin first discovered Wealth.com through word-of-mouth and was intrigued by its disruptive approach to estate planning. Unlike traditional estate planning solutions, Wealth.com provided:

  • A modern, digital-first approach to estate planning
  • A collaborative experience with advisors actively shaping the platform’s growth
  • A scalable way to provide essential estate planning services to all clients, not just those with HNW portfolios.

“I wanted to be part of an industry disruptor,” Kevin shared. “Wealth.com is moving fast, challenging the status quo, and helping advisors innovate within their practices.”

Implementation & Experience

Integrating Wealth.com into 9i Capital Group’s workflow was straightforward, as clients could complete the estate planning process at their own pace. Kevin notes, “The greatest value is the accessibility it offers—providing clients with estate planning support without the high costs typically associated with traditional partnerships.”

Key Benefits for Advisors & Clients

Wealth.com seamlessly integrates into an advisor’s workflow, ensuring that estate planning is no longer an afterthought but a fundamental part of comprehensive financial planning. By eliminating the barriers of cost and complexity, it empowers advisors to provide holistic, future-focused guidance to clients.

  • Affordable & Accessible: Clients can establish critical estate planning documents without high attorney fees.
  • Seamless Digital Experience: Clients can navigate the platform on their own timeline.
  • Advisors Stay in Control: Estate planning becomes an advisory-driven process, keeping advisors at the center of client conversations.

The Impact: Making Estate Planning an Essential Part of Financial Planning

Integrating Wealth.com into 9i Capital Group’s workflow was straightforward, as clients could complete the estate planning process at their own pace.

“The greatest value is the accessibility it offers—providing clients with estate planning support without the high costs typically associated with traditional partnerships.”

Looking Ahead: Estate Planning as a Must-Have for RIAs

Kevin believes Wealth.com is the future of estate planning for RIAs, aligning perfectly with the broader shift toward integrated and accessible financial services.

Estate planning is no longer a luxury reserved for the ultra-wealthy—it’s a critical component of holistic financial planning. With Wealth.com, advisors can seamlessly integrate estate planning into their practice, delivering greater value to clients while staying ahead in an evolving industry.

Kevin’s advice to other advisors: “Incorporate a fee structure within your engagement model. Wealth.com is a tool that can transform estate planning within your firm.”

 

 

Want to see how Wealth.com can elevate your practice? Schedule a demo today at wealth.com/demo.

A special thanks to Kevin Thompson for his dedication to reimagining estate planning for his clients. His commitment to client-centric solutions is helping retirees secure their legacies with greater ease and confidence.

 

 

 

The Why Behind Estate Planning

The inheritance tsunami is already rolling in

Roughly $124 trillion is projected to move from Baby Boomers to Gen X and Millennials by 2048, an amount larger than the current U.S. GDP. Cerulli projects that Gen X and Millennial wealth will quintuple by 2030, yet a staggering 81% of heirs say they won’t keep their parents’ advisor. If estate plans aren’t part of your process, you’re standing on the sidelines of the greatest wealth transition in history.

Clients are still unprepared, and they know it

Despite the looming transfer, 72% of Americans lack an up-to-date will, and more than one-third have already witnessed family conflict because a plan was missing. They recognize the risk. 52% of Americans say dying without a plan is “irresponsible,” but they need a guide who can turn intent into action.

Managing the estate planning process positions you as the financial “quarterback”

Advisors are unique in that they sit at the intersection of legal, tax, and family dynamics. When you coordinate those conversations and orchestrate attorneys, CPAs, and family decision-makers, you don’t hand clients off and hope the ball comes back to you. You cement your role at the center of a client’s wealth universe.

Because you’re the only professional with a full 360-degree view of legal, tax, and family dynamics, clients see you as the indispensable coordinator of their legacy strategy.

A proven growth lever: estate planning as a door opener, relationship deepener, and ROI driver

Talking legacy reframes meetings from performance to protection: 40% of investors would switch advisors just to access estate-planning services, and 71% of U.S. adults say finishing a plan would make them feel like a better parent or partner.

Once implemented, estate planning removes friction and builds multi-generational trust.

  • One per week: Archer Investment Management guided 35 clients through Wealth.com in the first 35 weeks of adding the service. Read the success story here.
  • Workshop machine: Fiat Wealth Management booked 579 prospects and captured $39M+ in new assets by hosting estate-planning events. Read the success story here.
  • Hidden opportunities: Estate reviews surface undisclosed assets and new planning needs, protecting AUM and revealing upsell paths.

From hand-off to hands-on: the integrated digital flow

The old “Here’s a lawyer; call me when it’s done” referral breaks the client journey. A modern, advisor-led workspace keeps everything collaborative, trackable, and branded to your firm. It also is exactly the level of service and guidance clients are looking for.  

A year-one roadmap you can steal today

Top firms plug estate planning into their service calendar: Diagnose → Document → Share → Maintain. Those four touchpoints alone can drive double-digit plan completions in 12 months.

Ready to act? Start tomorrow with three simple moves: segment your book, engage the best-fit clients first, and host a family-legacy meeting to meet the next generation.

Download our “Estate Planning Quick-Start Checklist,” a step-by-step reference that shows you exactly how to add estate planning to your firm and keep your advisor seat at the center of every family’s financial future.

Get the Quick-Reference Checklist here.

Wealth.com makes adding estate planning to your firm’s service offerings seamless. It provides an advisor-led digital workspace that is collaborative and trackable where advisors can create high-caliber estate planning documents in minutes with optional legal review. A real-time status tracker, secure document vault, and role-based access keep heirs, attorneys, and CPAs aligned, and estate planning shifts from a one-off project to a repeatable, revenue-generating workflow.

 See the Wealth.com platform in action at www.wealth.com/demo.

 

Advisor Matt Gottshall Finds Wealth.com is an Invaluable Tool

 

Transcript:

I’m Matt Gottshall. I’m a financial advisor here at Balance Wealth Group, and I’ve been in the industry now for about 10 years. If you include my internships with the team. And I’ve been on htis team the entire time. We have this vision of being a one stop shop for people.

One of the biggest headaches and painpoints that we were having was we would give clients a list of action items after a meeting. It’d be four or five, sometimes less things. And one thing that was consistently not getting done was, getting thier estate planning documents created.

We are defining our success as being financial advisors. How do we empower action, the best that we can with our clients? And to us, it was trying to figure out how to bring estate planning in house. Wealth.com in particular has made a just an, an enormous impact on ourselves and our busienss and really the service that we’re able to provide to our clients.

The amount of doors and conversations that it has opened, the amount of trust that it has built from current and new prospective clients about the fact that we are gonna facilitate this entire process. It’s a big responsibility that we’re taking on to say that’s something that we do and help implement. But if you do it and you can integrate it into your systems and do it effectively, it is an invaluable tool to have because that is what people are looking for.

“It is an invaluable tool to have because that is what people are looking for.”

You’re already talking to them about estate planning in depth anyway. Why not bring them a solution that will allow them to get their documents done very easily at a very low or reasonable cost with your firm. It’s the ability not only to help people on the financial planning side, but also be able to help them on the estate planning side, and not just always refer them out, but be able to actually empower action with people and integrate that service into your model, and be able to do everything in one place.

And there are firms like ourselves that are doing it right now. There’s gonna be plenty more that are doing it in the future. And I think that in order to stay ahead in the financial planning industry and not get left behind, you have to be doing something like integrating a Wealth.com and providing that service to your clients.

“I think that in order to stay ahead in the financial planning industry and not get left behind, you have to be doing something like integrating Wealth.com.”

 

 

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How Ester® Helps Advisory Firms Level Up and Increase Efficiency

 

Transcript:

My name is Danny McAuliffe. I’m a financial advisor at Perigon Wealth Management. We were pretty particular in our due diligence process of, what we wanted to, what we were looking for in a partner.

One of the key components was actually estate plan creation. Before Wealth.com, we would have clients who would literally come to us and say, ‘Hey, I want an estate plan, but I don’t actually want to go hire an attorney.’ And so that piece can take anywhere from months to years to actually get something implemented, which can now through Wealth.com, somebody can create an estate plan in really minutes.

“Through Wealth.com, somebody can create an estate plan in really minutes.”

We’re looking for technology partners to make us better at our jobs. Make our advisors better at their jobs, kind of take an existing estate plan, dumb it down in a way that we can get useful information out of it, understand what’s there, and then take it to client meetings. And you know, make it useful for clients.

The AI extraction tool is probably one of the most useful features I think that we’ve come across so far. You know, we’ve plugged some pretty complex estate plans in there. We’ve really tried to kind of break it per se, and it’s really good. It kind of parses through the information, it extracts the useful bits. You might’ve been using control F to find, or if it was a PDF, that you couldn’t actually, control F would’ve taken you, you know, minutes of trying to reference table of contents, flip to that page, try to figure it out. You can actually get an Ester summary in two to three minutes. That’s as good as anything we can put together.

“The AI extraction tool is probably one of the most useful features I think that we’ve come across so far.”

One of the nice features is the reports that Wealth.com creates, can take a very complex estate plan and really break it down into a 10 to 12 page summary that is actually useful for clients to understand.

 

 

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Mike Kato Finds Wealth.com Intuitive, Easy to Use, and Fully Integrated

 

Transcript:

The biggest estate planning challenges my clients face are getting the right advice at the right time. My name is Mike Kato. I’m the head of financial planning at GC Wealth. My role is to design and develop our financial planning offering.

Relying upon traditional estate planning tools was not going to cut it. We had to go above and beyond, venture outside of the norms, and look for a technology partner that was going to put us at the forefront of that innovation. It had to be easily integrated into our platform and our service model, and it had to be easy to use and intuitive. Then we found out about Wealth.com.

It ticked all the boxes for us. It’s easy to use, it’s intuitive, it’s fully integrated. The client deliverables are polished and professional, and it really wows all the clients that we’ve shown it to.

“It’s easy to use, it’s intuitive, it’s fully integrated. The client deliverables are polished and professional, and it really wows all the clients that we’ve shown it to.”

I’ve been able to see an enormous peace of mind from the client’s perspective, reviewing documents, highlighting the key provisions, summarizing and consolidating that into a report and flowchart would take weeks. I can do that now in hours, and that is a game changer for us.

I see the future of Wealth.com playing a bigger and bigger role in enabling advisors to deliver that service efficiently and succinctly to clients. And you really just can’t put a price tag on that.

 

 

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Winning the Next Gen with Wealth.com

 

Transcript:

My name is Bruce Lee, founder and CEO of Keebeck Wealth Management. In the wealth management business, I’ve often said when you are working for a large bank or an institution, they have all those individuals, you know, held within a structure. But when you’re an independent, finding the right individuals to help you with those types of issues you have to kind of what I call build a digital army.

When Wealth.com came around, I actually did an extensive amount of research. I had to say, do I even understand this? And if I do, and it looks simple and elegant, it’s usually a go button for me. I felt that Wealth.com had that particular ‘It factor’ when it came to understanding what the client was looking for.

“I felt that Wealth.com had that particular ‘It factor’ when it came to understanding what the client was looking for.”

So when we tell them, “Hey, we’ve got a technology that can do it quicker, better, faster, it’s met with some skepticism. I’m so used to having a physical individual talk to me about my trust and estate, but after the education process, the amount of requests to continue to reuse Wealth.com was very, very high. And now it’s a tool where it’s almost second nature to us.

Never get too comfortable with the way you’re doing business. Less than, I think it’s 17% of the next gen is going to use their old advisor. We believe those children are going to be using these technologies as much as their trusted advisors. It brought us closer to the client because we were willing to be innovative with them, as opposed to just being that old-fashioned advisor.

 

 

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