Blog/ Customer Stories

Growing an Enterprise RIA Firm with Wealthbox

A 50-user team with 100% CRM adoption creates success for Avidian

December 5, 2023

Avidian Wealth Solutions is a financial advisory firm with 50 financial professionals and $3B+ in client assets. Founded over 20 years ago, the firm now has offices in several Texas cities, and strives to help executives, entrepreneurs, and families make the most of the lives they’ve built.

Wealthbox Evangelist Diana Cabrices interviewed Rachel Daniels, Director of Operations at Avidian Wealth Solutions, to discuss the role that Wealthbox has played in Avidian’s growth. Since they began using Wealthbox in early 2019, Avidian Wealth Solutions has grown to over 50 team members. With a large team that’s constantly growing through M&A activity, effective collaboration is key.

Check out the video of Diana and Rachel’s conversation to learn:

    • Why Salesforce wasn’t the right fit for the Avidian team.
    • How Wealthbox has supported M&A activity for Avidian’s growth plan, and how teams have reacted to onboarding with Wealthbox.
    • Why Rachel says that firms considering making the switch to Wealthbox should “do it yesterday.”
    • How Wealthbox’s ease of use resulted in immediate 100% adoption by the Avidian team.
    • How Wealthbox serves as Rachel’s “accountability buddy.”

Stay tuned for more Wealthbox customer stories coming soon!

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