Why RIAs That Take Workflow Management Seriously Are Growing 33% Faster Than Their Peers
What if your firm could grow 33% faster simply by running more efficiently?
That’s not a hypothetical—according to Louis Retief, Co-Founder of Hubly, that’s the reality for firms leveraging Hubly’s workflow automation platform. In this week’s episode of the Modern Financial Advisor Podcast, host Mike Langford sits down with Louis to explore his journey from founding Hubly straight out of college to scaling the company and leading it through its recent acquisition by Docupace.
The conversation digs into the challenges financial advisors face as “accidental business owners,” why back-office efficiency is just as critical as client-facing tools, and how workflows can transform a practice from barely keeping up to thriving.
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What You’ll Learn in This Episode
How Hubly helps advisory firms scale by eliminating inefficiency.
Why many advisors struggle as accidental business owners—and how workflows can help.
The importance of educating teams about process management (and avoiding “workflow shaming”).
Insights into the current wave of wealthtech consolidation and acquisitions.
How Docupace, Hubly, and PreciseFP are working together to create a more powerful advisor back-office ecosystem.
Why Workflows Matter for Financial Advisors
Many advisors excel at building client relationships but struggle with the operational side of running a business. As Louis explains, that’s where workflows come in:
Client onboarding → Streamline every step from paperwork to funding accounts.
Money movement processes → Create accountability for transfers, contributions, disbursements, and conversions.
Client reviews → Systematize annual or quarterly check-ins to ensure nothing falls through the cracks.
Hubly takes the familiar concepts behind project management tools like Trello or Asana and makes them purpose-built for regulated wealth management firms. The result: less time spent on repetitive admin tasks and more time serving clients.
The Entrepreneurial Journey Behind Hubly
Louis shares the story of how a passion for efficiency and personal finance led him to cold-call over 100 advisors while still in college—discovering firsthand the operational pain points that became Hubly’s foundation.
The conversation also covers:
The unique role of the “process and automation influencer” in advisory firms—and why Hubly builds for them as much as for advisors.
Lessons learned from early mistakes in go-to-market strategy.
Why Louis believes consolidation in wealthtech is just getting started.
What it was like to evaluate and ultimately join forces with Docupace.
Related Episodes You May Like
How Financial Advisors Can Reduce Paperwork and Supercharge Their Productivity - Ryan George, CMO of Docupace joined Mike Langford for an episode of the show a few years ago. It’s a fascinating conversation that forecasted many of the innovations we see today for back office professionals.
How Financial Advisors Can Grow Beyond Accidental Business Owners - Mike mentioned this episode with Robert Russo, CEO of Independent Advisor Alliance during his conversation with Louis Retief.
