I have more than 20 years of experience in operations and technology consulting for wealth management firms, so I understand the unique challenges that can hold your business back.
Whether you’re struggling to implement new systems, facing repeated operational errors or feeling the strain of bottlenecks in your back office, I am here to alleviate your firm’s pain points.
As your firm grows, you may find that dual-role advisors are stretched too thin, or your current processes and systems no longer support your goals. In some cases, you may need to establish a dedicated operations department or optimize existing workflows to unlock new opportunities.
I specialize in turning your operations into a powerful growth enabler, providing tailored solutions designed to streamline workflows, enhance efficiencies and position your firm for long-term success.
Some of my services include:
- Fractional COO support: Offering leadership on a part-time basis to guide operations strategy.
- Operations strategy and vision alignment: Ensuring your operational roadmap supports your long-term goals.
- Operations department buildout: Structuring or enhancing your operations team for success.
- Efficiency optimization with tailored recommendations: Identifying areas for process improvement to increase productivity.
- Workflow and process development and improvement: Implementing streamlined processes to eliminate bottlenecks.
- Change management and system implementation: Guiding your firm through transitions and technology upgrades with minimal disruption.
- Transitioning operations into a growth enabler: Shifting from reactive operations to proactive strategies that support and scale with growth.
