How Osaic Advisors Ft. Lauderdale is doubling its business to $2B without adding headcount

Osaic: turning decimals into defining moments

At Osaic Advisors Fort Lauderdale, financial planning is personal. With roughly 150 clients and $1.14 billion in assets under advisement (AUA), Neal Slafsky and his team have built a practice where the relationship comes first. The problem was that the administrative load around every client meeting was making that harder and harder to deliver.

The challenge: too much time on prep, not enough with clients 

Every client meeting came with a heavy administrative load: pulling and organizing client data from different sources, an hour-long prep meeting, another 2+ hours after the meeting on follow-ups and action items. 

That added up to more than 2,000 hours annually. Tasks fell through the cracks. Data went stale. And advisors sitting in meetings were splitting their attention between the client and the notepad.

"You lose that moment of connection," Neal says. "And those moments of connection are what deepen the relationship."

Nicole Ustler, Director of Planning and Technology, felt it, too. Work that should have taken 30 minutes was taking 2-3 hours. She was spending her days on data entry instead of working on financial plans.

The solution: doubling down without doubling headcount

When Zocks became available through Osaic, the team integrated it with eMoney, Practifi, and Zoom in minutes—two clicks per integration, says Nicole. From there, they had a clear path to grow from $1.14 billion to $2 billion in AUA while maintaining a lean, high-touch practice.

"Zocks gives us the ability to double the size of our business without adding headcount," Neal says. "And we're already seeing it. Clients are moving more wallet share to us because we're performing well for them."

In client meetings, advisors are fully present because they know Zocks will accurately capture details from the conversation. And when something changes—a new goal, a life event, updated financial details—Zocks pushes those updates back to eMoney and Practifi automatically, keeping every system current without manual entry. The shift showed up in client relationships almost immediately: with advisors no longer splitting their attention, clients started bringing more of their financial lives to the table.

And because Zocks automatically fills out over 370 eMoney Facts, building financial models and plans takes minutes instead of days. "I can talk to clients about their needs and what scenarios they'd like to see in their eMoney plans, and instead of manually entering that data into our client management system or creating tasks to remind us, Zocks has already taken that out of the equation and done it for me," Nicole says.

In one example, Neal shares, "The client gave us some additional data points that we didn't have in eMoney. We saw the updates, click, done. Did not have to ask a team member to stop what they were doing and make those updates."

The results: real numbers, real time back

For Osaic, the payoff showed up fast: 

• Added $22M in AUA in just 2 months 
• Maintained 15% compound annual growth rate target
• Faster financial modeling and planning  with 370+ data fields automatically synced to  eMoney
• $125k of staff time saved annually

But the numbers don’t capture everything. 

"Working 70 or 80 hours a week is what I used to do in my 40s. It's a little harder in your 50s. And it's near impossible in your 60s. These tools make the grind easier and I really think it extends my career,” Neal says. 

For Nicole, the impact is just as personal: "Zocks allowed me to not have to spend overtime taking time away from my children. I can take those meeting follow-ups, do them super quickly, and get back to actually focusing on the clients."