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.
Automations
Harness the power of tools like Zapier and Microsoft Power Automate to eliminate time-consuming manual tasks.
Optimize your operational workflows, allowing you to stay focused on what matters most – your clients.
Statistics
Earnings
$ 85.222,00
Expenses
- $52.150,50
Year
Transactions
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Apple
Electronic
-799$
Amazon
Shopping
-59$
Ads
-9$
Home
Savings
Cards
Account
AI
Leverage AI to automate routine tasks and enhance decision-making processes.
Streamline your operations with AI-driven insights, allowing you to focus on delivering exceptional client service.
Testimonials
What our clients
have to say
Clients tell all about their journey with me
Steve
Bryan was absolutely crucial to our firm during an incredibly stressful project. His expertise and support allowed us to make work faster and more efficiently than we ever could have on our own. Not only is he incredibly personable and friendly, but he also came in clutch on several last-minute projects, ensuring everything ran smoothly.
Scott
Bryan's forward-thinking business ideas have provided us with new perspectives and strategies to grow our practice. Bryan helped us with an important project by sending out videos to our clients to explain the impact of this project on each of them individually. This helped keep things simple and easy for our clients. Bryan also shared a number of other best practices to help our firm. Bryan's insights have been a great asset in driving our success and we truly value his support.
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.
Clients
FAQ
