Case Study: CLC Investment Advisors wins a $1M client and adds $30K in revenue with Wealth.com

CLC Investment Advisors adds $30K in revenue in 4 months with Wealth.com

CLC Investment Advisors, a financial advisory firm, faced the challenge of losing clients and revenue by having to refer estate planning needs to outside attorneys. This cumbersome process created complexity for their clients and ultimately led to a missed opportunity when a prospect chose a competitor who offered estate planning in-house. Founder David Cadarette realized his practice was missing this critical service.

By implementing Wealth.com, the firm was able to bring estate planning in-house and integrate it directly into their client workflow. The solution from Wealth.com allowed CLC Investment Advisors to generate over $30,000 in new revenue within four months, including winning a $1 million client who chose them specifically because they offered estate planning. The service also had a profound emotional impact, strengthening client relationships and loyalty.

CLC Investment Advisors