A Simple Case Study on Saving One Week per Month

Time is the most constrained resource in an advisory practice. Many advisors believe growth requires working more hours. In reality, growth usually requires removing friction.

This simple, short case study shows how one independent advisor reclaimed nearly one full week per month by leveraging DWS.

The Challenge

The advisor ran a healthy practice with steady growth. Client relationships were strong. The problem was time.

Each month was consumed by:

• Trade reviews and execution

• Account administration

• Performance reporting issues

• Coordinating between disconnected systems

Client meetings were often squeezed between operational tasks. Strategic planning time was almost nonexistent.

The Shift

The advisor partnered with DWS to consolidate operations and align systems.

Key changes included:

• Integrated trading and reporting workflows

• Centralized operational support

• Streamlined account management

• Planning first client reviews supported by consistent data

Nothing about the advisor’s philosophy changed. The planning framework stayed intact. What changed was how much time was spent managing the business instead of leading it.

The Result

Within months, the advisor identified a clear time shift.

Approximately one week per month was reclaimed.

That time was redirected toward:

• Deeper client conversations

• Proactive planning reviews

• Business development

• Personal margin and recovery

Client experience improved. Internal stress decreased. Growth felt manageable again.

Why This Matters

Time leverage compounds.

One extra week per month creates space for better planning, stronger relationships, and more intentional growth. It also reduces burnout and improves decision making.

DWS exists to help advisors reclaim time without giving up control.

The goal is not to do more.

The goal is to do what matters.