Hidden Bottlenecks, Lost Capacity: How This London Wealth Management Firm Reset
Introduction:
You can have strong revenue and still feel like the business is falling apart behind the scenes. That was the reality for a boutique wealth management firm in London. They had steady growth, loyal clients, and experienced advisers, but the internal machine was stalling. Team bottlenecks, clunky tech, and unclear roles left the CEO buried. Within 90 days, we helped them rebuild the foundation. The business now runs smoother, with more margin, less stress, and a clear path forward.
The Hidden Bottlenecks:
The firm had grown fast from £400m to £600m AUM in under two years, but growth brought complexity. Client onboarding was slow. Staff constantly asked for help. Key client decisions sat on the CEO’s desk for days. Despite hiring two new team members, delivery was still backed up and morale was slipping. The CEO had no clear data on workload, profitability by segment, or where their own time was going. They felt like the glue and the choke point.
Our 90-Day Reset Strategy:
1. Clarity Call & Workflow Mapping
We reviewed operations from top to bottom: onboarding delays, over-reliance on the CEO, tech redundancy, and gaps in team roles. The CEO had unintentionally created a bottleneck culture.
2. Rebuild with Team Clarity & Operational Flow
We introduced:
A tiered decision rights model across staff and associates
A centralised onboarding tracker and automation checklist
Weekly advisor dashboards showing caseload, margin, and red flags
CEO role refocus: only on strategic clients and key partnerships
3. Time & Margin Recovery
With tasks flowing better and staff empowered, the CEO reclaimed 15+ hours/week. We also identified 2 low-margin client segments to phase out and refocused on the most profitable verticals.
Results:
Onboarding time cut from 19 days to 6 days
CEO reduced involvement in ops by 60%
Profit margin increased by 9%
Internal response times dropped by 48%
Staff confidence and retention both improved
The CEO’s reflection: “It’s the first time I’ve felt in control of the business since we passed the million mark.”
Want to Free Yourself From Being the Bottleneck?
If your business looks fine on paper but feels chaotic inside, book your free Clarity Call. We’ll help you see what’s really going on, and show you how to fix it in 90 days.
