Client workflows that hold up to every quarterly review.
A senior technical virtual assistant who builds the CRM hygiene, onboarding flows, and documented processes financial advisors and small RIAs need to scale without losing the personal touch.
Contact MeBuilt for advisors with teams who are out of admin runway.
Most independent advisory practices hit the same wall somewhere around 80 to 150 households: the CRM is messy, onboarding is improvised, quarterly reviews eat a full week, and compliance documentation lives in scattered email threads.
- Independent financial advisors, small RIAs, and planning practices with 50+ households.
- Advisors using Wealthbox, Redtail, Salesforce Financial Services Cloud, or HubSpot.
- Planners running on Calendly, eMoney or RightCapital, DocuSign, and Outlook.
- Practices preparing for a junior advisor hire, a partner buyout, or a compliance audit.
What I take off the advisor's plate.
A CRM with stale data
Households with missing birthdays, wrong addresses, dead emails. I audit, dedupe, and set up a maintenance rhythm so the next review pull is actually clean.
Onboarding that takes 3 weeks
Each new client gets a slightly different welcome. I build one repeatable onboarding workflow: paperwork, custodial setup, intro calls, first review.
Quarterly reviews built from scratch each time
Pulling reports from three platforms every quarter. I templatise the review prep so the advisor walks into each meeting with a finished packet.
Compliance documentation gaps
Meeting notes scattered across email and Notion. I build a documented client-communication trail your CCO will actually approve of.
Calendar bleeding into evenings
Prospect calls, client reviews, and operations meetings packed back-to-back. I gatekeep the calendar so prospecting time stays protected.
Marketing that never ships
Newsletters, LinkedIn posts, and webinar promos that get drafted but never go out. I take the draft and run the distribution.
Advisor tools I work in.
I do not push a tool change unless there is a clear reason. I work inside what you already pay for and tell you straight if a tool is actively hurting the workflow.
What's included on a Growth or Partner retainer
What recent advisor work has looked like.
Wealthbox cleanup, 220 households
Deduplicated contacts, rebuilt tag taxonomy, and set up quarterly hygiene tasks so the next annual review pull was usable on day one.
Quarterly review packet template
Built a one-click packet template that pulls eMoney charts, custodial statements, and meeting agenda into a single client-ready PDF.
Onboarding workflow build
Mapped the 14 steps of new-client onboarding into a Wealthbox workflow with automated paperwork, scheduling, and welcome emails.
FAQ
Common questions from financial advisors.
Get the operations layer of your practice out of your head.
Book a free 20 minute call. Tell me where the practice is bleeding time and I will tell you exactly what I would fix in the first 30 days.
Contact Me