For John Schooler Jones, a financial and wealth management firm, we provide business consulting, operational strategy, and editorial support designed to increase efficiency and growth.
Since early 2024, we’ve transitioned the business from paper to digital systems, streamlined operations by removing redundant workflows and unnecessary software, and implemented new client engagement strategies to strengthen relationships and drive referrals. We also created a website to reflect the brand more clearly and simplify the client experience. Alongside these initiatives, we developed an editorial process to support the completion of a long-postponed book project, providing structure, accountability, and detailed feedback.
Our work has already produced measurable results, including a 29% increase in assets under management within six months, reduced costs from eliminated expenses, and steady progress on the client’s book, which reached the halfway mark within three months.
