Case Study: Hollifield Financial Group achieves $1.3M in new AUM with Waterlily

Using Waterlily to Close $1.3m in New AUM with 100% Success Rate

The Hollifield Financial Group, led by President Kimsey Hollifield, faced challenges in discussing long-term care (LTC) planning with clients. The traditional approach felt uncomfortable and morbid, often involving expensive insurance pitches, which led them to frequently avoid these important conversations. They turned to the vendor Waterlily and its advanced predictive analytics platform to address this issue.

By implementing Waterlily's modern platform, Hollifield Financial transformed its LTC discussions into engaging, visual conversations that clients were eager to have. This solution allowed them to project future care needs with confidence, leading to a 100% success rate in converting prospects into clients. The measurable impact was substantial, as the use of Waterlily directly resulted in securing $1.3 million in new assets under management from the first three clients who used the platform.