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Our Services
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Core Operations & Compliance
Expert level Operational and Compliance support for Financial Firms, RIAs, and Entrepreneurs.
We provide full scope support for onboarding, compliance management, CRM infrastructure, and internal workflows that keep your firm running like a machine. Built for firms who need stability, clarity, and scale ready systems.
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Client Experience Overhaul
Turn your client journey into your biggest competitive edge.
When high-net-worth clients are choosing between firms, experience matters just as much as expertise. This short-term project is for financial firms ready to upgrade their onboarding, automate client touchpoints, and deliver a seamless, white-glove journey from first click to long-term retention.
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CEO Systems Consulting
Private consulting for founders who need their operations to match their vision.
We design and build your entire operations suite from branded onboarding flows and internal SOPs to automated client journeys and back-end infrastructure. We audit, refine, and build then hand off a branded, scalable operations suite that matches your legacy.
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The Infrastructure Audit
An Expert led diagnostic of your firms Operational risks, Inefficiencies, and Internal friction points.
The Executive Ops Suite is our premium service for high-earning founders who are ready to delegate the back end, streamline their operations, and lead like a CEO. We become your behind-the-scenes powerhouse designing the systems, structure, and support that keep your business running smoothly.
Core Operations & Compliance
Who It’s For:
Independent RIAs and boutique financial firms
Fast-growing advisory teams needing operational clarity
Business owners offering financial or consulting services
Startups building a scale-ready infrastructure from day one
What’s Included:
End-to-end client onboarding system design
CRM architecture and optimization
Back-office processing + document workflows
Custom SOP development and implementation
Integrated scheduling, calendar, and intake automations
Compliance-aligned documentation and regulatory support
Why It Works
It bridges the gap between client experience, compliance, and internal structure allowing you to scale without chaos. You’ll get white-glove systems support built with regulator readiness and operational efficiency in mind.
Client Experience Overhaul
Who It’s For:
Solo RIAs, consultants, and boutique firm founders
Teams ready to automate without hiring a full ops team
Firms scaling into multi-location operations
Visionaries wanting a future-proof, AI-integrated back office
What’s Included:
Mapping of current client journey
(lead → intake → delivery → follow-up)
Audit of all client-facing platforms (forms, schedulers, email, CRM)
Rebuild of your onboarding experience using best-practice automations
Creation of welcome kit, client SOPs, and communication templates
Final walkthrough and staff training
Why It Works
We map your actual client journey, not just what you think is happening. Then identify the gaps in communication, speed, and consistency that cost trust and referrals. From there, we modernize the experience with branded portals, automated touchpoints, and streamlined onboarding, all while aligning your backend systems with the premium brand you’re projecting. It’s not just service, it’s strategy that feels seamless.
CEO Systems Consulting
Who It’s For:
Founders who want structure that mirrors their leadership
CEOs preparing for growth, funding, or hiring
Firms in need of white-glove setup + strategy
Visionaries ready to replace chaos with clear operations
What’s Included:
Custom design of your full operational suite
Branded client onboarding workflows
Internal systems mapping + SOP creation
Platform setup and automation infrastructure
Strategic 1:1 consulting with Stacey throughout the build
Team training handoff and documentation
Why It Works
You’re not getting a cookie-cutter system, you’re getting infrastructure designed around your leadership style, goals, and firm culture. It’s built to elevate the CEO behind the brand, not just the business.
The Infrastructure Audit
Who It’s For:
Firms sensing internal friction or inefficiencies
Teams preparing for compliance reviews or audits
Owners unsure if their current systems are scalable
Past clients who want an expert eye on their setup before a rebuild
What’s Included:
Comprehensive Operations Review
We assess your workflows, tech stack, client journey, and internal structure to identify gaps, inefficiencies, and compliance risks.Strategic Systems Evaluation
Receive expert insight on where your SOPs, automation, and tools are misaligned with your business goals.Client Experience Mapping
We audit your end-to-end client journey from intake to post-engagement to uncover friction points and streamline delivery.Technology & Platform Audit
A review of your CRM, project management, and communication systems with tailored AI-powered upgrade recommendations.Custom Action Plan + Debrief Session
You’ll receive a branded audit report and 60–90 minute strategy session outlining your path to operational clarity.
Why It Works
This isn't a generic audit, it's a precision-level review from an operational expert who understands compliance, automation, and scale. You'll gain immediate clarity on what to fix, improve, or retire so you can move forward with confidence.