Operational Partner to Fee-Only Financial Planners
More than just an admin.
REDEFINING THE STANDARD
Our skillset goes beyond the typical virtual assistant. Operational Partners (OPs) are equipped to offer support equivalent of an Associate Advisor – providing CSA and paraplanning support, while implementing systems and processes along the way.
SOLUTIONS FOR
Solo Advisors
with a Lifestyle Practice
Time Optimization
Eliminate custodial servicing burdens, allowing you to focus on building relationships.
Proactive, Turnkey Support
Our training and experience allows us to take ownership of a task and anticipate your and your clients' needs.
Process and Experience Enhancement
Gain efficiency and improve client experience through suggested upgrades and implementations.
Work-Life Balance
Enjoy peace of mind knowing clients are well taken care of, even while you’re away.
Reallocate Your Time
We take over all custodial servicing, freeing up your time to focus on building relationships with new and existing clients, as well as potential future team members.
Scalable, Turnkey Support
Engage proactive, turnkey support that eliminates the need for you to train new team members while simultaneously learning to delegate tasks effectively.
Process Development
Work collaboratively to develop and document processes, creating a scalable system that allows for easy integration of new team members as your practice grows.
Expert Insights
Leverage our collective knowledge to enhance service offerings, internal processes, and technology stacks.
Small RIAs
Aspiring to Scale
​Cost-Effective Coverage
Maintain operations without the need for additional full-time hires, safeguarding budgets and staff satisfaction.
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Scalable, Turnkey Support
Provide consistent and reliable assistance during onboarding of new advisors, ensuring smooth transitions while continuing to provide the level of service your existing advisors have come to expect.
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​Attractive Recruitment Tool
Offer prospective advisors the advantage of a virtual CSA, demonstrating your firm’s commitment to their success from day one.
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Expert Insights
Leverage collective knowledge to enhance service offerings, internal processes, and technology stacks.