Applied Asset Holdings, LLC
Bespoke coaching for asset teams
We partner with portfolio and advisory leaders to streamline client onboarding, tighten advisory processes, and grow assets under management through focused coaching, measurable frameworks, and rapid operational wins.
Faster Onboarding
Cut client onboarding from hours to a predictable 15-minute framework with a documented playbook for client intake, KYC, and portfolio set-up that reduces administrative drag and speeds revenue recognition.
Repeatable Processes
Implement repeatable advisory workflows—client segmentation, pricing cadence, and delivery templates—that scale advisor capacity while preserving personalized client experiences and compliance controls.
Measurable Growth
Drive measurable improvements in client retention and AUM growth via a data-driven coaching plan, KPI dashboards, and monthly progress sprints that align leadership and delivery teams.
How We Work
Three steps to clarity and growth
Diagnostic Audit
We run a rapid operational and client-experience audit to identify 3–5 high-impact interventions you can implement in 30–90 days.
Custom Coaching
Tailored executive coaching sessions and playbook creation delivered over an agreed sprint cadence to ensure adoption and accountability.
Sustained Results
We embed measurement and hand-off tools to preserve gains—reducing churn, improving advisor productivity, and increasing net new AUM.
Client Results
What leaders say after three months
“We shortened client onboarding from three hours to 20 minutes and reclaimed advisor time for revenue-generating work. The frameworks are practical and adoption was immediate.”
Marcos V., Head of Advisory
“Applied Asset reduced our client churn by 18% within one quarter by aligning delivery and pricing. The coaching made our team accountable and focused.”
Ellen T., COO
“Their playbooks gave our junior advisors immediate confidence. Revenue per advisor increased and onboarding cycles halved — tangible wins we could measure.”
Liam S., Portfolio Director
Proven Outcomes
18%
Avg churn reduction
35%
Onboarding time saved
22%
Revenue per advisor
90+
Advisory playbooks deployed
Services Overview
Practical services for asset leaders
Applied Asset Holdings offers diagnostic audits, executive coaching sprints, playbook creation, and implementation support to ensure persistent adoption across teams. We pair strategy with operational templates to convert recommendations into repeatable revenue.
- Diagnostic audit and roadmap
- Executive coaching sprints
- Playbook and templates
- Implementation support
Robert McKenney, CEO
Email: [email protected]• Phone: 818-272-8145 •
Address: WY Office: 1712 Pioneer Ave, Suite 500 Cheyenne, WY 82001. CA Office: Studio City, CA 91607
Hours of Operation : M-F 9am -6pm
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