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Breaking the Growth Ceiling: A 250% AUM Increase

Kevin Lonergan

Quick Answer

Kevin Lonergan achieved Breaking the Growth Ceiling: A 250% AUM Increase using Snappy Kraken automated marketing.

Pacific Wealth Management scaled their firm by 250% by adding a marketing engine that supported both veteran and new advisors.

Key Success Metrics

250% Growth in AUM over 2.5 years
6x more website traffic than average
2x increase in qualified appointment requests

The Success Story

Growth was previously tied only to the founder's personal outreach. Implementing Freedom360 firm-wide created coordinated campaigns that empowered junior advisors to attract clients independently.

The Strategy Playbook

Coordinate Channels: Ensure email, social, and web messaging align.
Empower Junior Advisors: Provide a ready-to-go marketing engine.
Track Interactions: Use dashboards to identify high-intent clicks.

Frequently Asked Questions

Q: Does this work for LPL firms?
A: Yes, it is designed to work seamlessly with LPL compliance and tech stacks.

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