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.

My Projects

About Me

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.
Task List
Task List

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$

Twitter

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

Adam Anderso

Co-founder of Apple

We've worked with John multiple times, and it has always been a pleasure! He helped us craft engaging landing pages that convert well. John works in a very timely manner and always ensures that you are fully satisfied with the results!

Adam Anderso

Co-founder of Apple

We've worked with John multiple times, and it has always been a pleasure! He helped us craft engaging landing pages that convert well. John works in a very timely manner and always ensures that you are fully satisfied with the results!

Adam Anderso

Co-founder of Apple

We've worked with John multiple times, and it has always been a pleasure! He helped us craft engaging landing pages that convert well. John works in a very timely manner and always ensures that you are fully satisfied with the results!

Samantha Jenkins

Chief Marketing Officer

We've collaborated with John on several occasions, and each time has been delightful! He has skillfully created compelling landing pages that effectively drive conversions. John is prompt in his work and consistently makes sure we're completely happy with the outcomes!

Samantha Jenkins

Chief Marketing Officer

We've collaborated with John on several occasions, and each time has been delightful! He has skillfully created compelling landing pages that effectively drive conversions. John is prompt in his work and consistently makes sure we're completely happy with the outcomes!

Samantha Jenkins

Chief Marketing Officer

We've collaborated with John on several occasions, and each time has been delightful! He has skillfully created compelling landing pages that effectively drive conversions. John is prompt in his work and consistently makes sure we're completely happy with the outcomes!

John Doe

Founder of Acme Inc.

Working with John was an absolute game-changer for my product. His innovative UI/UX services not only elevated user experience but directly contributed to business objectives. We couldn't have achieved goals without his insightful ideas and dedicated support.

John Doe

Founder of Acme Inc.

Working with John was an absolute game-changer for my product. His innovative UI/UX services not only elevated user experience but directly contributed to business objectives. We couldn't have achieved goals without his insightful ideas and dedicated support.

John Doe

Founder of Acme Inc.

Working with John was an absolute game-changer for my product. His innovative UI/UX services not only elevated user experience but directly contributed to business objectives. We couldn't have achieved goals without his insightful ideas and dedicated support.

Pricing

Plans that fit your scale

Plans that fit your scale

Simple, transparent pricing that grows with you.

Simple, transparent pricing that grows with you.

Basic

Customizable hours for small to mid-sized firms needing general support.


Starts at

Ideal for small businesses and individual projects

$

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

For larger firms needing full-service support and new revenue strategies.


Ideal for small businesses and individual projects

$

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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