How SLP Wealth is on track to serve 300 clients per planner without extra admin work

SLP Wealth: built to serve clients most firms overlook

SLP Wealth has built a fast-growing planning business by serving a client segment many firms overlook: professionals navigating six-figure student loan debt. In just three years, the firm has grown to support about 1,600 households and manage $80+ million in assets under management (AUM), with a model designed to keep advice accessible while still delivering a high-quality client experience.

The challenge: needing support without admin headcount

As that growth accelerated, SLP Wealth needed a better way to support planners behind the scenes without compromising service. The work surrounding every client meeting started piling up and there was no clean way to handle it without adding staff. 

Sending timely emails to clients was a particularly time-consuming task. Some planners said a follow-up email took two or three minutes. Others said 10 because they had to find the right link, track down a document, and remind themselves what they promised the client. Some didn't send one at all. And there was no reliable way to track which clients hadn't heard from anyone in months.

Because SLP Wealth’s main clientele was people carrying substantial debt, they had to keep their fees accessible without overloading their planners. 

"We don't want them working more than they want to work. We want you to have a life," says Justin Hummel, SLP Wealth's Chief of Staff.

The solution: turning notes into emails & complete workflows

Zocks removed operational drag by directly connecting to Wealthbox CRM, Zoom, and Gmail and becoming the backbone of every client meeting. Before a meeting, Zocks generates a one-page client summary with key details from past conversations and data from Wealthbox, giving the planner a complete view of the client’s status. Any new information from the conversation is automatically synced to Wealthbox, keeping client records updated without any data entry. Immediately after the meeting, notes and emails are automatically drafted with full current and historical context. Items are ready to review and send with one click so planners can quickly move on to their next appointment.

It also supports how work is divided across the team: planners stay focused on the client conversation while paraplanners handle post-meeting tasks using Zocks-generated notes and follow-up items.

Zocks now handles the full meeting workflow, from automated meeting prep and notes to email drafts that are 95% complete before a planner ever reviews them.

"What I really appreciate about Zocks is the level of customization. The ability to tailor it to our workflow just doesn't exist in other systems we've used," says Justin.

SLP Wealth also relies on Zocks for actionable insights and client intelligence that they can’t easily get anywhere else. 

“As a company, we find the Insights and Analytics dashboards within Zocks especially helpful for tracking data related to meeting insights, time savings, and client metrics,” says Carrie Nicholson, Partner and Chief Operations Officer. “With this data, we have identified efficiency issues across the company that have helped us facilitate better client-focused conversations.”

The results: more clients, fewer hours, healthier work weeks

Here's what changed for SLP Wealth's planners once Zocks was running at full speed:

• More time back for every planner: At roughly 15 meetings per week, Zocks saves each planner 8+ hours through a combination of faster prep (saving 15 minutes per meeting) and reduced post-meeting work (20 minutes per meeting).
• Faster, more consistent follow-up: Follow-up emails are now 95% complete before the planner reviews them, making it faster and easier to send timely, personalized communication after every meeting.
• A scalable model for growth: With the administrative work handled, SLP Wealth's top planners are on track to manage books of up to 300 clients without going beyond a 40-hour work week.

“We're trying to help people where they're at," Justin says. "Tools like Zocks help us keep fees accessible while still supporting more people.”

“The information Zocks stores from all of our client meetings is invaluable for fostering long-term relationships, so we can help our clients achieve their financial goals,” Carrie says. “This, in turn, has increased our client retention scores across the firm and helped us onboard more clients through referrals from our current clientele.”