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[Free HubSpot CRM](https://www.hubspot.com/products/crm) [Overview of all products](https://www.hubspot.com/products/get-started) - ### Marketing Hub Marketing automation software [Free and premium plans](https://www.hubspot.com/products/marketing) - ### Sales Hub Sales software [Free and premium plans](https://www.hubspot.com/products/sales) - ### Service Hub Customer service software [Free and premium plans](https://www.hubspot.com/products/service) - ### Content Hub Content marketing software [Free and premium plans](https://www.hubspot.com/products/content) - ### Data Hub Data management software [Free and premium plans](https://www.hubspot.com/products/data) - ### Revenue Hub CPQ, billing, and payments software [Free and premium plans](https://www.hubspot.com/products/revenue) - ### Smart CRM AI-powered, flexible CRM software [Learn more](https://www.hubspot.com/products/crm/ai-crm) - ### Agent Hub Your central home for building and managing AI agents across the platform [Learn more](https://www.hubspot.com/products/artificial-intelligence) - ### Small Business Bundle The Starter edition of each product, built for startups and small businesses [Learn more](https://www.hubspot.com/products/crm/starter) - ### AEO (Beta) Answer engine optimization tools that track and improve your brand's visibility in AI results [Learn more](https://www.hubspot.com/products/aeo) - ### HubSpot Marketplace Connect your favorite apps to HubSpot [See all integrations](https://ecosystem.hubspot.com/marketplace/apps) - Solutions Solutions - By Use Case - By Team Size - Why HubSpot? - ## Marketing - ### [Generate leads](https://www.hubspot.com/use-case/generate-leads) Convert visitors into contacts for your database. - ### [Automate marketing](https://www.hubspot.com/use-case/automate-marketing) Create campaigns with automation and AI. - ## Sales - ### [Build pipeline](https://www.hubspot.com/use-case/build-sales-pipeline) Generate a pipeline of high-quality prospects. - ### [Close deals](https://www.hubspot.com/use-case/close-more-deals) Streamline your process and close more deals faster. - ## Customer Service - ### [Scale support](https://www.hubspot.com/use-case/scale-customer-service-support) Support customers at scale with AI and a help desk. - ### [Drive retention](https://www.hubspot.com/use-case/drive-customer-satisfaction) Identify opportunities to improve customer health. - ## Content - ### [Create content](https://www.hubspot.com/use-case/create-content-for-customer-journey) Easily craft content for your audience, with help from AI. - ### [Manage content](https://www.hubspot.com/use-case/manage-content) Organize, update, and distribute content in one place. - ## Startups & Small Businesses - ### [Find and reach customers](https://www.hubspot.com/use-case/find-and-reach-customers) Generate leads through content, AI, and automation. - ### [Grow sales and get paid](https://www.hubspot.com/use-case/grow-sales-and-get-paid-faster) Prospect smarter and automate payments. - ### [Organize customer data](https://www.hubspot.com/use-case/understand-and-organize-customer-data) Unify your team and data on one platform. - ## Artificial Intelligence - ### [Resolve customer queries 24/7](https://www.hubspot.com/products/artificial-intelligence/ai-customer-service-agent) Scale customer service with an AI customer agent. - ### [Automate sales prospecting](https://www.hubspot.com/products/sales/ai-prospecting-agent) Identify and engage high-value leads with an AI prospecting agent. - ### [Research customers faster](https://www.hubspot.com/products/artificial-intelligence/ai-data-agent) Get instant answers about your customers with an AI data agent. ## By Team Size - ### For Small Businesses & Startups HubSpot’s all-in-one Starter Customer Platform helps your growing startup or small business find and win customers from day one. [Learn more about HubSpot’s Starter Customer Platform](https://www.hubspot.com/products/crm/starter) - ### For Enterprises With HubSpot’s integrated Enterprise Customer Platform, you don’t have to sacrifice power for ease of use. [Learn more about HubSpot’s Enterprise Customer Platform](https://www.hubspot.com/products/crm/enterprise) ## Why HubSpot? - ### Why Choose HubSpot? After just one year, HubSpot customers acquire 129% more leads, close 36% more deals, and see a 37% improvement in ticket closure rates. [Learn more about why how HubSpot’s solution is different](https://www.hubspot.com/why-choose-hubspot) - ### Case Studies Explore examples of companies like yours from all over the globe that use HubSpot to unite their teams, empower their businesses, and grow better. [See all case studies](https://www.hubspot.com/case-studies) - ### Spotlight: Product Updates Learn about HubSpot’s featured product releases and announcements in this semi-annual product showcase. 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[Manage content](https://www.hubspot.com/use-case/manage-content) - ## Startups & Small Businesses - [Find and reach customers](https://www.hubspot.com/use-case/find-and-reach-customers) - [Grow sales and get paid](https://www.hubspot.com/use-case/grow-sales-and-get-paid-faster) - [Organize customer data](https://www.hubspot.com/use-case/understand-and-organize-customer-data) - ## Artificial Intelligence - [Resolve customer queries 24/7](https://www.hubspot.com/products/artificial-intelligence/ai-customer-service-agent) - [Automate sales prospecting](https://www.hubspot.com/products/sales/ai-prospecting-agent) - [Research customers faster](https://www.hubspot.com/products/artificial-intelligence/ai-data-agent) - By Team Size - ## By Team Size -  ### For Small Businesses & Startups HubSpot’s all-in-one Starter Customer Platform helps your growing startup or small business find and win customers from day one. [Learn more about HubSpot’s Starter Customer Platform](https://www.hubspot.com/products/crm/starter) -  ### For Enterprises With HubSpot’s integrated Enterprise Customer Platform, you don’t have to sacrifice power for ease of use. [Learn more about HubSpot’s Enterprise Customer Platform](https://www.hubspot.com/products/crm/enterprise) - Why HubSpot? - ## Why HubSpot? -  ### Why Choose HubSpot? After just one year, HubSpot customers acquire 129% more leads, close 36% more deals, and see a 37% improvement in ticket closure rates. [Learn more about why how HubSpot’s solution is different](https://www.hubspot.com/why-choose-hubspot) -  ### Case Studies Explore examples of companies like yours from all over the globe that use HubSpot to unite their teams, empower their businesses, and grow better. [See all case studies](https://www.hubspot.com/case-studies) -  ### Spotlight: Product Updates Learn about HubSpot’s featured product releases and announcements in this semi-annual product showcase. [Explore product updates](https://www.hubspot.com/spotlight) - [Pricing](https://www.hubspot.com/pricing/marketing) - Resources Resources - ## Featured Links - [Spotlight: Product Updates](https://www.hubspot.com/spotlight) - [What's New in HubSpot](https://www.hubspot.com/new) - [Why Choose HubSpot?](https://www.hubspot.com/why-choose-hubspot) - [Sustainability](https://www.hubspot.com/sustainability) - ## Community & Events - [UNBOUND Event](https://unbound.hubspot.com/) - [Webinars](https://www.hubspot.com/resources/webinar#resource-library-page-headers) - [HubSpot Community](https://community.hubspot.com/?hubs_content=www.hubspot.com%2Fcase-studies%2Fconcierge-wealth-management-agent-builder&hubs_content-cta=nav-resources-community) - [HubSpot User Groups](https://www.hubspot.com/hubspot-user-groups) - ## Partners - [Solutions Partner Program](https://www.hubspot.com/partners/solutions) - [Technology Partner Program](https://www.hubspot.com/partners/app) - [Affiliate Partner Program](https://www.hubspot.com/partners/affiliates) - [Education Partner Program](https://academy.hubspot.com/education-partner-program) - [Startup Partner Program](https://www.hubspot.com/startups/partners) - ## Education - [The Loop Marketing Playbook](https://www.hubspot.com/loop-marketing) - [What Is Inbound Marketing?](https://www.hubspot.com/inbound-marketing) - [HubSpot Blogs](https://blog.hubspot.com/) - [Free Courses & Certifications](https://academy.hubspot.com/) - [Ebooks, Guides & More](https://www.hubspot.com/resources) - [HubSpot Knowledge Base](https://knowledge.hubspot.com/) - ## Tools - [Website Templates](https://ecosystem.hubspot.com/marketplace/templates) - [Developer Tools](https://developers.hubspot.com/) - ## Services - [Onboarding](https://www.hubspot.com/services/onboarding) - [Migration](https://www.hubspot.com/services/professional/migrations) - [Premium Support](https://www.hubspot.com/services/premium-support) - [Hire a Solutions Partner](https://ecosystem.hubspot.com/marketplace/solutions) - About About - [About Us](https://www.hubspot.com/our-story) - [Careers](https://www.hubspot.com/careers) - [Contact Us](https://www.hubspot.com/company/contact) - [Investor Relations](https://ir.hubspot.com/) - [Management Team](https://www.hubspot.com/company/management) [Start free or get a demo](https://www.hubspot.com/products/get-started) [Log in](https://app.hubspot.com/login) - English Select a language - [日本語](https://www.hubspot.com) - [Deutsch](https://www.hubspot.com) - [English](https://www.hubspot.com) - [Español](https://www.hubspot.com) - [Português](https://www.hubspot.com) - [Français](https://www.hubspot.com) - High Contrast - [Customer Support](https://help.hubspot.com/) - [Contact Sales](https://offers.hubspot.com/contact-sales) - [Case Studies Overview](https://www.hubspot.com/case-studies) - [Directory](https://www.hubspot.com/case-studies/directory) - Concierge Wealth Management  # How a Two-Person Wealth Firm Saves $70K+ a Year and Makes Every Client Feel Seen with HubSpot Agent Builder Banking & Financial Services Mid-Market  - $70K+ saved annually through HubSpot automation - 36 agent runs completed with sustained adoption - 2 person team runs 3 businesses Use Cases - Enhance Data - Automate Marketing Products - [Service Hub](https://www.hubspot.com/products/service) - [Marketing Hub](https://www.hubspot.com/products/marketing) - [Sales Hub](https://www.hubspot.com/products/sales) - [Smart CRM](https://www.hubspot.com/products/customer-platform) Featured - HubSpot Agent Builder ### Story Overview Concierge Wealth Management, a two-person San Diego financial advisory firm, consolidated its entire AI strategy inside HubSpot — using Agent Builder, Breeze Assistant, and Marketing Studio to save $70K–$90K annually and deliver proactive client service across three businesses without new headcount. ### About Company Concierge Wealth Management is a San Diego-based financial advisory firm helping families build generational wealth strategies through improved family communication, personalized planning, investment management, insurance, and their signature Family Legacy Program. #### The Background Turning employee feedback into action In wealth management, a missed follow-up is not just an inconvenience. For a family navigating a major financial decision, retirement timing, estate planning, a life insurance question or major life event, a slow response from their advisor can add to, rather than help to relieve, a stressful situation. It can shake confidence in the people they are trusting with their legacy and their family.    Concierge Wealth Management exists to make sure that does not happen. Written into their mission and vision is: Abundance, Wellness and Joy — not stress. Founded on the belief that financial planning should bring families closer together rather than overwhelm them, the San Diego-based firm helps clients build wealth strategies that reflect their values and serve generations beyond themselves. Their signature Family Legacy Program gives clients a framework for communicating their financial intentions across their family tree, turning what is often an uncomfortable conversation into a shared mission. But as the firm deliberately scaled down its internal team to focus on quality over headcount, the pressure to deliver proactive, personalized client service without adding staff grew harder to ignore. As Tracy Siri, CWM's CMO, puts it: "It's really Matt who is the financial planner and me at this point, it's mostly me and Matt doing things in HubSpot, building businesses." #### The Challenge When Families Depend on Responsiveness, Scale Becomes the Problem For CWM's clients, the experience of working with a wealth advisor is deeply personal. They expect accessibility. They expect that when they call with a question, the person on the other end will already know their lifecycle stage, meeting type, and financial personality profile — which means that person will be able to answer quickly and accurately. That expectation does not shrink when an advisory firm is small. If anything, it grows. Inside CWM, Tracy and Matt Barnhart, the lead financial planner, were carrying the full weight of that expectation alongside the operational demands of running a growing practice. A part-time caller handled inbound inquiries, but she frequently needed to escalate routine questions: which meeting link to use for a particular client, what lifecycle stage that client was in, how to interpret one of CWM's proprietary financial personality types, like their Copper Beech, a tree-based profile at the heart of their client assessment system. Each escalation pulled Tracy or Matt away from higher-value work The Hidden Cost of Manual Everything Deal monitoring, stage tracking, and identifying follow-up opportunities were all managed through a web of custom properties, workflows, and pipelines. When a deal stalled, the system flagged it, eventually. But the logic required to evaluate multiple properties simultaneously and recommend a next step was too complex for traditional workflows to handle cleanly. Tracy found herself wanting a smarter system: "Now with custom agents within workflows, it can look at five or six properties and make a decision. In the past you'd have had to do one step for this property, one step for that property, and it can't really make decisions. It was a yes or no." At the same time, Tracy wanted to expand CWM's use of AI. The potential was obvious. The problem was compliance. As a firm regulated by FINRA and operating within Cetera Wealth Services' framework, CWM needed firm-level approval before connecting any external AI platform to client data. The stakes were not abstract. "Anytime we connect anything to HubSpot, we have to know that there's not going to be any sort of client data potential," Tracy says. The question was not whether to use AI. It was how to use it without putting client data at risk. #### The Solution One Platform, Approved Once, Running Everything CWM's answer was consolidation. Because HubSpot had already cleared compliance review as their CRM, it became the only place where AI could safely run. No outside connections, no additional integrations — Tracy did not need a new approval. She needed to build inside the platform she already had. The first thing she built was an AI backbone for client service — a custom agent using HubSpot Agent Builder designed to evaluate deal context, identify stalled opportunities, and recommend advisor next steps without requiring a human to monitor every stage change. Where traditional workflows could only execute a rigid if-then decision tree, the custom agent and agentic workflows could look across multiple CRM properties simultaneously and surface a nuanced recommendation. The agent has now completed 36 runs, with consistent adoption centered on advisor follow-up and deal progression — exactly the work that had previously fallen through the cracks. "We're a two-person firm managing and growing multiple businesses. It evaluates our CWM deals, surfaces the right next step automatically, and because the tools live in HubSpot it was a painless no-brainer to just start building what we needed. We built it, and everything became more efficient," Tracy said. Donna Knows the Answer The second piece was Donna. Named after Harvey Specter's legendary assistant from the TV show Suits, Donna is a project that Tracy built inside Breeze Assistant to serve as CWM's institutional memory. Tracy's vision was clear from the start: "Someone could call in and Lynn could just say, go find out what lifecycle stage they are, what meeting type they should have and what's an RIA — and Donna would know the answer." Today, when the firm's service team receives an inbound inquiry, they no longer need to escalate to Tracy or Matt. It took a few weeks of being reminded: Did you ask Donna? But she has pretty much become the team's new favorite person. Donna knows which meeting link corresponds to which client lifecycle stage. She knows CWM's financial personality types — the Copper Beech, the tree-based profiles that clients receive after completing CWM's assessment — and can explain what they mean.   She knows the firm's internal processes well enough to answer the questions that used to require interrupting a senior team member's flow. Marketing Studio became the third pillar. Rather than jumping between tools to plan campaigns across CWM's multiple businesses, Tracy runs everything from a single canvas. She can load context about each of the businesses — CWM, the Wizard advisor platform, and her personal brand Tracespective — and Marketing Studio roots campaign plans and content in all of that context. When she needed a 20-week LinkedIn campaign to bridge her personal content to her professional brands, she described the arc she wanted, and Marketing Studio mapped it out. When she runs out of posts, she asks for the next ten and picks up exactly where she left off. "Why would I need to go anywhere else?" she says. "This is my workspace." #### __The Transformation__ What the Clients of CWM's Clients Now Experience The families CWM serves do not see the agent runs or the workflow logic. What they experience is an advisor who follows up before they have to ask. A phone call that gets answered with a real, informed response. A firm that feels bigger and more resourced than it actually is. That is the transformation HubSpot Agent Builder made possible. Before the custom agent, a stalled deal required someone to notice it manually, or discuss it in a weekly meeting. Now the agent surfaces it, evaluates it against CRM context, and recommends the next step automatically. Tracy and Matt spend less time monitoring and more time advising. Their clients feel the difference even if they cannot name the reason. Donna changed the texture of daily operations in a way that is harder to quantify but equally real. The goal Tracy articulated when she built Donna — that any team member should be able to answer any non-license-required client question without pulling a senior advisor off their work — is now within reach.  $70K to $90K Saved. Three Businesses Running. Zero New Headcount. Across all three businesses, CWM has saved an estimated $70,000 to $90,000 annually through HubSpot automation. Marketing Studio has become Tracy's primary content workspace, allowing her to generate weeks of campaign content inside the same compliant environment where client data lives. And because everything is built on a platform that already passed compliance review, there are no new approvals to chase and no new surfaces for data exposure. "It seems like HubSpot is constantly coming out with improvements and new things," Tracy says, "which is amazing. It is one of the things that we liked about it and why we chose it." What This Makes Possible Next Tracy's ambitions for Agent Builder are already expanding. She is planning additional custom agents as new use cases emerge. She is also building a family engagement application — a gamified platform designed to help CWM's clients communicate around everything in their lives, including their financial goals, across generations, tracked and supported within HubSpot. What started as a compliance constraint has become a strategic advantage: one platform, approved once, capable of running a firm that is growing in every direction. As Tracy puts it, their expectations are no longer bounded by what they have already built: "Our expectations are only getting higher now." Table of Contents Table of Contents - [The Background](https://www.hubspot.com#the-background) - [The Challenge](https://www.hubspot.com#the-challenge) - [The Solution](https://www.hubspot.com#the-solution) - [The Transformation](https://www.hubspot.com#the-transformation)  > Now with custom agents within workflows, it can look at five or six properties and make a decision. We built it, and everything became more efficient — and our expectations are only getting higher now. Tracy Siri CMO [Concierge Wealth Management](https://conciergewealthmanagement.com/) [](https://conciergewealthmanagement.com/)  ### Start Growing With HubSpot Today With tools to make every part of your process more human and a support team excited to help you, growing your business with HubSpot has never been easier. [Get a demo](https://offers.hubspot.com/crm-platform-demo) ##### Related Case Studies -  ### First Alliance Credit Union Cuts Campaign Launch Time by 75% — Getting Financial Guidance to Members Faster Than Ever with Content Remix - Banking & Financial Services - Mid-Market - United States * * * [Read more](https://www.hubspot.com/case-studies/first-alliance-credit-union) -  ### How Panoramic Doors Gives Every Homeowner Expert Answers at the First Click with HubSpot's Customer Agent - Mid-Market - United States - Service Hub * * * [Read more](https://www.hubspot.com/case-studies/panoramic-doors-customer-agent) -  ### Loop & Tie Increases User Acquisition by 51% With the Twilio Segment App for HubSpot - Mid-Market - United States - Service Hub * * * [Read more](https://www.hubspot.com/case-studies/loop-and-tie) -  ### ManoByte Revenue Doubles YOY for 4 Years As HubSpot Partner - Mid-Market - United States - Service Hub * * * [Read more](https://www.hubspot.com/case-studies/manobyte) -  ### Garrett Metal Detectors accelerates the deal cycle and keeps communities safer with Sales Hub - Mid-Market - United States - Service Hub * * * [Read more](https://www.hubspot.com/case-studies/garrett-metal-detectors) -  ### Building a Growth Engine: How Azora Scaled 300% Through Operational Transformation - Banking & Financial Services - Mid-Market - Service Hub * * * [Read more](https://www.hubspot.com/case-studies/azora-finance-group) -  ### How NOW Finance Scaled 2X with HubSpot - Banking & Financial Services - Mid-Market - Service Hub * * * [Read more](https://www.hubspot.com/case-studies/now-finance) -  ### Banca Aidexa: A Revolution in SME Lending. 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