Scaling Without the Burnout:
The Tug Harlan Success Story
Background
Before joining DWS, Tug was running a fast-growing practice—but it came at a cost. He wore every hat: building financial plans, managing operations, onboarding clients, and handling paperwork. Growth looked good on paper, but behind the scenes, it was unsustainable. Tug knew he couldn’t keep scaling without hiring staff and taking on more overhead, something he wanted to avoid.
He needed support, but he wasn’t willing to lose control of the client experience or dilute his brand. That’s when he realized he had to find a different way.
Problem
Tug faced the same challenge many independent advisors face: too much work and not enough time. With every new client came more financial planning, more operations, and more processes. The weight of it all left Tug stretched thin, and he knew something had to change.
Solutions
Three things made DWS stand out immediately:
Financial Planning Support
A team of planning professionals handles cash flow, retirement projections, and tax strategies. Instead of Tug building every plan from scratch, experts now work behind the scenes with him.
Operations Support
DWS takes care of account openings, billing, documentation, compliance—you name it. Tug didn’t have to hire or train anyone new to keep up with growth.
Client Experience Support
What Tug calls a “concierge layer” was a complete game-changer. DWS handles portal setups, custodial integrations, and digital onboarding. Clients feel the difference, and it reflects positively on his brand.
Working with Discipline Wealth Solutions has given me the ability to grow without sacrificing my sanity, my client experience, or my brand.
Key Results
With DWS, Tug’s practice transformed:
- He now focuses on serving clients and growing the business instead of drowning in processes.
- Planning and operations run smoothly, ensuring nothing slips through the cracks.
- Clients experience a polished, seamless service that feels like big-firm resources without losing the independent feel.
Tug says:
“If you’re trying to do everything yourself, stop. There’s no prize for burning out. DWS gives you expert support without sacrificing your brand or control. For me, it’s been the best move I’ve made—not just for my clients, but for my own sanity.
Their service is personal, proactive, and your clients will notice the difference right away.”
Testimonials from clients or endorsements from non-clients were not solicited and not compensated directly or indirectly. No conflicts of interest exist between the advisor and any person providing such a testimonial or endorsement.Discipline Wealth Solutions is an investment adviser registered with the Securities and Exchange Commission (“SEC”). See full disclosure www.disciplinewealth.com/disclosures.
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