<?xml version="1.0" encoding="UTF-8"?><oembed><type>video</type><version>1.0</version><html>&lt;iframe src=&quot;https://www.loom.com/embed/b0ff31a231ca4213bb9a63bf9cc63e9d&quot; frameborder=&quot;0&quot; width=&quot;1668&quot; height=&quot;1251&quot; webkitallowfullscreen mozallowfullscreen allowfullscreen&gt;&lt;/iframe&gt;</html><height>1251</height><width>1668</width><provider_name>Loom</provider_name><provider_url>https://www.loom.com</provider_url><thumbnail_height>1251</thumbnail_height><thumbnail_width>1668</thumbnail_width><thumbnail_url>https://cdn.loom.com/sessions/thumbnails/b0ff31a231ca4213bb9a63bf9cc63e9d-3059720d891ab639.gif</thumbnail_url><duration>125.26</duration><title>Maximizing Advisor Efficiency: Unlocking $30 Million in Revenue</title><description>In this video, I addressed the significant issue of our wealth management advisors spending 40% of their week on research synthesis and client reporting, which translates to an estimated $30 million a year in unrealized revenue across 4,000 advisors. I demonstrated how our Atlas platform can reduce preparation time for client meetings from two to three hours to just 30 seconds, allowing for an increase in client conversations from four to seven per week. A top 15 wealth management firm experienced a 65% drop in prep time and a 40% increase in meetings, resulting in $18 million in new AUM growth in the first year. I propose a 60-day pilot with 200 advisors to achieve measurable results, as every quarter this issue remains unresolved, the $30 million gap continues to grow. I will also provide security documentation to your team this week to facilitate this process.</description></oembed>