For established financial advisors and insurance professionals
You built the practice. It shouldn’t take all of you to run it.
Bring order to prospect follow-up, onboarding, and team responsibilities. I build practical workflows, train your team, and provide ongoing support—so you spend less time coordinating the work and more time serving your clients.
The problem
The practice is growing. The operation isn't keeping up.
Most established practices don't have a revenue problem. They have a follow-through problem — and it compounds quietly.
Prospects go quiet
Opportunities sit in the CRM with no next action and no owner. Follow-up depends on memory, and memory loses to a busy week. Every stalled prospect is revenue you already earned the right to close.
Onboarding improvises itself
Applications, paperwork, transfers, and handoffs get coordinated ad hoc — differently every time, by whoever happens to be free. Clients feel the disorganization before you do.
The team runs on verbal
Responsibilities live in people's heads. When someone's out, overloaded, or leaves, the process leaves with them. You're the backstop for everything, which is exactly why you can't step back.
What I build
Three workflows. One operating rule.
I implement the processes your practice needs, train your team to use them, and help keep them working. Every opportunity and task ends up with a defined status, an owner, and a next action with a date.
Prospect follow-up
Opportunity stages, next actions, deadlines, ownership, and follow-up rules — a clear view of which opportunities need attention, and who's responsible for each.
New business & onboarding
Required steps, outstanding items, handoffs, and completion status. For insurance practices: application and underwriting tracking. For RIAs: agreements, account opening, and transfers.
Existing-client service
Review schedules, service requests, task assignments, and reminders — visibility into what's due, who's doing it, and what your clients are waiting on.
The operating rule
Every opportunity with a status, an owner, and a next action with a date.
Who I work with
Built for established practices.
Independent RIAs and established insurance practices with real prospect and client volume — where follow-up and coordination have started to slip, and the owner feels the friction.
I work alongside you and your team, inside the systems you already use. No new software, no rip-and-replace.
Engagement model
Build it once. Keep it running monthly.
Two phases. The build gets the system in place; the monthly support makes sure it stays in place.
Practice Operations Setup
$2,500
one-time · about four weeks
- Review of your current process
- Up to three workflows configured in your CRM
- Task templates, dashboard, and responsibility docs
- Team training and a live test with real work
Monthly Operations Support
$750/mo
pilot pricing · ~4 hours per month
- Monthly operations scorecard
- 45–60 minute review with you and your team
- Workflow refinements, template updates, refreshers
Why this works
Why practices hire me instead of a generic consultant
Industry insider
Licensed insurance professional. I speak the language of insurance and advisory practices because I've worked inside them — not studied them from the outside.
Behind-the-scenes operator
A decade of practice and pipeline work behind the scenes. I don't advise your clients; I make the machine that serves them run properly.
Your systems, not mine
I build inside the CRM and tools you already pay for. No new software to buy, no rip-and-replace — implementation and operating discipline, not another subscription.
Work sample
What an organized practice looks like
See what needs attention — and who owns the next step.
Your dashboard brings outstanding follow-ups, onboarding requirements, and service tasks into one reviewable view. Every item has a stage, a responsible person, a next action, and a due date.
Illustrative example — not client data or measured results.
| Opportunity | Stage | Owner | Next action | Due |
|---|---|---|---|---|
| Hernandez — 401(k) rollover | Proposal sent | Assistant | Call to confirm paperwork | Oct 17 |
| Nguyen — onboarding | Documents pending | Client | Resend signing packet | Overdue |
| Patel — estate review | Needs scheduling | Advisor | Send scheduling link | Oct 18 |
| Kim — annual review | Scheduled | Advisor | Prepare review summary | Oct 24 |
Results
Measured, not promised.
I'm currently onboarding pilot practices for this service. Measured results — follow-up completion, onboarding cycle time, overdue-task reduction — will be published here as pilot engagements complete their first 90 days.
Get started
Find out where work gets stuck in your practice.
A free 30-minute practice operations assessment: we look at one recent missed follow-up, delayed onboarding, or unclear handoff, and I'll tell you honestly whether this service would help.