Co-Founder, wHealth Advisors
"Hubly has quickly become the single most valuable tool in our firmâs tech stack."
How Hubly has helped recent advisory firms
âonboarding capacity
per week/staff
User Stories &Â Whitepapers
How Efficient Employee Onboarding Helped a Fee-Only Planner 4X His Revenue in Two Years
"I was always thinking in terms of, 'how does this become easier next time? How do I make this more clear for somebody else?â"
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-Justin Chidester
How James Used Hubly to Smash Through Barriers Preventing Business Growth
âMy firm was growing at such a fast pace that I was worried about dropping the ball. I had post-it notes everywhere, pieces of paper I was writing lists on, and I was trying to use the current CRMâs and their workflows, but they just didnât work for us.â
-James Phillips
How Meghanâs Team of 5 Utilizes Hubly to Function like a Team of 10
âHow much we are managing, from an ongoing client service standpoint, simply wouldnât be possible without Hubly.â
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-Meghan Rutherford
A Guide to Financial Advisors Looking to Scale their Business with Less Stress
Growth doesnât necessarily scale linearly as more people are added to the team. New staff still need to be integrated into existing processes â and if those processes canât support an increased workload, the transition will come with significant growing pains.
"Our workflows are more efficient because of Hubly, and dare I say fun!"
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