Episode 8: “We Get Right to Business”: ChangePath & Client Relationships

Matt explains how ChangePath has changed his yearly check-in meetings with clients. Instead of trying to recap complicated, 20-page statements, they look at the clean, straightforward reports generated by ChangePath — and they get right to business. Featuring Chris Davis and Dennis Mattern.

ChangePath works. But you don’t have to take our word for it.

Listen to a real advisor talking about what ChangePath — our turnkey asset management platform — did for him.

Matt Green had $15M in assets under management (AUM). Then he lost a key operations person.

Instead of hiring someone, Matt embraced ChangePath as his office’s new TAMP. He committed to the new processes. And his AUM has ballooned to $45M. And he only works three days a week.

We interviewed Matt about his experience with ChangePath, and we’re posting the videos online, so you can hear what he has to say about the platform, in his own words. Check back weekly as new ones are posted with insightful thoughts on the benefits Matt’s found utilizing ChangePath.

 

Episode 1: “Caught in the Muck”: The ChangePath Solution

Matt Green speaks with Dennis Mattern and Chris Davis about how ChangePath’s turnkey asset management platform (TAMP) has allowed him to focus on his relationships with his clients.

 

Episode 2: “ChangePath Was Really the Answer”: The Next Level*

Matt Green of Trinity Financial Group talks about the first time he was introduced to ChangePath, his turnkey asset management platform, and how his due diligence made him understand just how powerful the platform could really be for his practice.

 

Episode 3: “Our Transition Team is Top-Notch”: The ChangePath Difference

Matt Green of Trinity Financial Group explains how the ChangePath team shepherded his clients to their new platform, and how — despite what an enormous a task changing platforms can seem — he didn’t have a single client complaint. Chris Davis of GeoWealth guest stars.

 

Episode 4: “It’s Just Phenomenal”: ChangePath and Your Time

Matt Green of Trinity Financial Group talks about how ChangePath allowed his company to scale up their production by freeing up more hours in the day for him to do what he does best: focus on his clients. Chris Davis of GeoWealth guest stars.

 

Episode 5: “Everything Is There”: What ChangePath Does

Matt Green of Trinity Financial Group explains the day-to-day operations on his side when he’s working with ChangePath, and Chris Davis of GeoWealth explains what happens on the back end.

 

Episode 6: “How did I ever get along without this?”: ChangePath

Chris Davis of GeoWealth (which powers ChangePath) talks to Dennis Mattern about what he’d say to an advisor who’s never looked at a turnkey asset management platform. Guest star Matt Green of Trinity Financial offers his thoughts on how ChangePath helped him grow his practice.

 

Episode 7: “In The End, It’s Worth It”: Implementing ChangePath

Matt Green and Chris Davis speak with Dennis Mattern about why ChangePath can be “an exponential game-changer” for advisors looking to implement a platform for managing their clients’ accounts while adhering to U.S. Department of Labor fiduciary rule standards every step of the way.

 

Episode 8: “We Get Right to Business”: ChangePath & Client Relationships

Matt explains how ChangePath has changed his yearly check-in meetings with clients. Instead of trying to recap complicated, 20-page statements, they look at the clean, straightforward reports generated by ChangePath — and they get right to business. Featuring Chris Davis and Dennis Mattern.

 

Episode 9: “A Safe, Secure Place”: ChangePath’s Document Vault

Matt Green and Chris Davis speak with Dennis Mattern about why In their final video, Matt Green, Dennis Mattern and Chris Davis discuss ChangePath’s secure, could-based document vault, aggregation of client accounts, and how ChangePath can help advisors navigate today’s shifting regulatory environment.