The Efficient Advisor: Tactical Business Advice for Financial Planners 296: 200M AUM & Still Drowning? How Jessica Systematized Her Firm & Reclaimed Her Sanity
Aug 5, 2025
Jessica Cole, founder of Synergy Wealth Partners, shares her journey through the turbulent waters of managing a $200M AUM advisory firm. She reveals how a lack of systems led to burnout and imposter syndrome. Jessica emphasizes the transformative power of identifying your Ideal Client Avatar and implementing structured processes. She discusses the benefits of group coaching for support and efficiency, as well as how introductory calls can streamline client discovery. Expect insights, humor, and actionable strategies for financial advisors navigating rapid growth.
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Jessica's Rapid Growth Story
- Jessica Cole shared how her firm grew rapidly to managing over $200 million AUM with more than 400 clients across niche areas.
- She elaborated on her journey from a small dairy farm kid to a thriving financial advisor with a team specializing in different client segments.
Success Without Systems Causes Chaos
- Jessica described how rapid growth without systems caused chaos in her firm despite high success.
- She realized that building processes was essential to support the expanding team and client base.
Cherry-Pick System Improvements
- Jessica advises cherry-picking the most impactful system changes to implement during busy times.
- She emphasizes that messy progress is better than waiting for perfect system implementation.