Meet Matt. He Lost But He Ultimately Won.

A story’s worth a million words.

Rather than tell you about ChangePath’s effect on a hypothetical firm, we thought we’d show you a real advisor, Matt, talking about what it did for him.

Matt Green had $15 million in assets under management (AUM). Then he lost a key operations person. But — as the cliché goes — what happened next was a complete shock.

Matt embraced ChangePath as his office’s new turnkey asset management platform (TAMP). He committed to the new processes and operations. He didn’t replace the staff member who quit. And his AUM has ballooned to $45 million.

What’s more incredible? He only works three days a week.

We interviewed Matt about his experience with ChangePath, so you can hear what he has to say about the platform, in his own words.

 

 

FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC.

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