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Case Study

My financial planning practice was doing great business, but we wanted to do more and attract a higher net worth clientele. The problem is our firm was looking to grow to the next level. We found out about WealthDrive from a close friend that had been in a beta test group. When we first reached out to WealthDrive we found that the entire organization was extremely helpful and built to take firms like ours to the next level. After taking a deep dive into how our business operates, WealthDrive gave us a completely different approach to attracting clientele. 

After one demo with their financial planning software application, we were hooked. This was not your off-the shelf financial planning application. Our organization was looking for something unique and different so that we had a leg up on the competition in our area. Little did we know that WealthDrive would far exceed our desires.

Instead of the financial planning process being solely based on goals and Monte Carlo simulations, WealthDrive takes a psychological response approach to understanding the clients emotional and mental responses to monetary decisions. 

Our firm has seen a significant increase in closed business and I would directly attribute the competitive advantage our firm possesses directly to the application WealthDrive.

– Dr. Larry Toombs

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