Continue with Ongoing Support
Service as Subscription
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The Operations Reset gives you clarity and structure.
Ongoing support is about maintaining momentum and continuing to improve operations as your firm evolves.
Not every advisor continues beyond the Reset.
Those who do choose the level of support that best matches their goals, complexity, and appetite for involvement.
Below are the three support paths. I’ve shared a recommendation, but the choice is always yours.
Option 1: Foundational Support
$1500/month
For firms that want operations to stay clean, consistent, and predictable.
This level of support focuses on maintaining the systems we’ve put in place and ensuring nothing slips through the cracks.
Includes:
- Ongoing client meeting preparation
- Reliable follow-up completion
- CRM upkeep and data integrity
- Scheduling support without back-and-forth
- Paperwork prepared before it’s needed
- A steady operational rhythm
Best fit if:
You value consistency and peace of mind,
and your systems don’t need frequent rebuilding.
Option 2: Growth Partner
$2500/month
For firms actively growing and ready for operational partnership.
This level combines execution with ongoing operational strategy to support scale.
Includes:
- Repeatable onboarding and review processes
- Pipeline visibility that reflects reality
- Workflow refinement as the business evolves
- Light automations to reduce friction
- Documentation of processes as they mature
- Ongoing prioritization based on impact
Best fit if:
Your firm is changing, adding clients, complexity, or services,
and you want operations to keep pace.
Option 3: Full Ops Management
$3500/month
For advisors who want operations fully handled.
This level is designed for firms whose operations need consistent ownership, not just oversight.
Includes:
- Inbox and operational communication management
- Systems maintenance and optimization
- Vendor coordination and decisions
- Automation upkeep
- SOPs that support future hires
- Regular operational audits and proactive improvements
Best fit if:
You want to stay focused on relationships, strategy, and vision
while someone else owns operations end-to-end.