Consultant
Available for work
Hello I'm Bryan
With a wealth of experience in the RIA industry, I specialize in helping Registered Investment Advisors thrive. Whether you're looking to go independent, incorporate AI into your practice, set up efficient workflows, streamline processes, assess your tech stack, or just need help with day-to-day tasks, I can provide expert guidance and support. My goal is to help your RIA become the best version of itself.
Let's work together to unlock your firm's full potential.
Service
Unlock the potential of your RIA
Let us help you optimize your operations so you can focus on what you do best – serving your clients
Impact and Results
Over the past few years, I have had the privilege of working with six different Registered Investment Advisors (RIAs) on a part-time basis. My contributions have been instrumental in streamlining their operations, saving them both time and effort. By providing expert support without the need for a full-time representative, I have enabled these firms to focus more on their core activities and client relationships. My work has included:
Operational Efficiency: Implementing processes and systems that reduce administrative burdens and improve workflow.
Cost Savings: Offering flexible, part-time support that eliminates the need for additional full-time hires, resulting in significant cost savings.
Enhanced Client Service: Assisting with client communications and portfolio management tasks, ensuring that clients receive timely and personalized service.
These efforts have not only optimized the day-to-day operations of these RIAs but also contributed to their overall growth and client satisfaction.
Project Orchestrator
Successfully managed the development of a new software product, delivered on time and within budget
Streamlined team communication and collaboration, resulting in a 10% reduction in project completion time
Statistics
Earnings
$ 85.222,00
Expenses
- $52.150,50
Year
Transactions
View all
Apple
Electronic
-799$
Amazon
Shopping
-59$
Ads
-9$
Home
Savings
Cards
Account
Content Strategist
Wrote website copy that increased average time spent on the page by 3 minutes
Developed a social media content strategy that resulted in a 50% growth in followers
Testimonials
What our clients
have to say
Clients tell all about their design journey with me
Pricing
Basic
$
1,500
/
per month
Customizable Hours
Choose between 20 to 80 hours per month at $75/hour.
Tailored Support
General service, relationship management, and project work.
Scalable Solutions
Adjust hours and services as your business needs evolve.
Enhanced
For mid-sized firms seeking advanced support and efficiency improvements.
$
3,200
/
per month
40 Hours/Month
General service, relationship management, and project work.
Streamlining Efficiencies
Implementing tools and processes to improve business operations.
Tailored Solutions
Customized support to meet your specific needs.
Comprehensive
$
5,600
/
per month
70 Hours/Month
All services from Enhanced Support plus in-depth project work.
Revenue Growth
Identifying new revenue sources and cost-saving opportunities.
Full-Service Support
Comprehensive assistance for larger firms.
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