Elevate Your Financial Advisory Business
Financial Advisor Coaching Programs
Empower your advisory business to soar with Atlas Park Consulting. Our comprehensive financial advisor coaching programs, consulting, and fractional COO services are tailored to meet your unique needs, driving success in the ever-evolving financial landscape. Discover the best fit solution for your firm and unlock your full potential today.
RIA Launch Success Path
Transition To A Solo Firm
Starting an advisory firm is fairly easy. Pass the Series 65 exam and register your firm through an ADV disclosure (the formal document that specifies the investment style, assets under management (AUM) and key officers of an advisory firm. You’ve now started a firm. Great!
But what about building an advisory firm?
That takes more business planning, beyond picking the name of your firm or who will manage it.
After that it’s time to launch and tell the world you’re ready to start working with clients, onboard them and generate revenue. Then how do you continue growing your firm?
Wait, what?!
Yes! If you’re looking for sustainability, every financial advisory firm should develop the right strategies to ensure long term success.
One of my favorite business books is the E-Myth Revisited: Why Most Small Businesses Fail and What To Do About It. Don’t make the same rookie mistakes I’ve helped many financial advisors avoid to get targeted results.
I can help you too. Let’s talk!
- Are you looking for a consultant that specializes in business planning when launching your RIA?
- Do you want someone to help you put together a full blown business plan based on your vision and goals?
Accelerate Business Coaching Programs
Financial Advisory Business Coaching
Our financial advisory business coaching is designed for behavioral change and operational enhancement. Only you can change your business, we’re simply your guide. Through bigger thinking, we encourage you to set your sights high, take risks and big actions.
Our coaching includes help with what the top producing advisors have around:
The confident mindset method is built by setting the right goals, eliminating those that don’t make sense or are not in alignment with your vision.It’s shaped by pure grit. Passion and mental bandwidth for long term goals.
The confident business structure framework is multi-faceted. It starts with identifying who you need on the field to strengthen your team. Financial/legal experts, an extension of your services to provide clients with what they need.
A confident growth framework is at the core of strategy. All aspects of business, including operations are assigned a strategy and implementation plan. Nothing is left to chance.
- Do you have the mindset of a good planner, but not a great business owner?
- Is thinking like a business owner a challenge for you?
- Are you hesitant to delegate, try to DIY everything or not a big risk taker?
Business Management and Fractional COO strategy
Improve Your Firm Systems & Processes
Through the acquisition of three separate practices, our client 3X their practice in 4 years. From 100 to 300 clients. This growth has presented a series of challenges in people management, communication, processes, and infrastructure development. Over several months, we partnered with them to address these challenges and achieve their desired objectives.
Our client had several key objectives to achieve success:
- Reorganize staff and systems/processes in anticipation of the impending retirement of two staff members.
- Incorporate another new practice recently acquired.
- Determine the best role for a new Junior advisor being actively recruited.
Key Achievements:
Cost Savings through Staff Redistribution:
By redistributing responsibilities among existing support staff, our client was able to delay hiring another team member, resulting in six figure cost savings without compromising service quality.
Recommendations Report:
We delivered a comprehensive report outlining current and future operational improvements for the next 12 months. This roadmap provided clarity on the path forward for our client’s growth and development.
Knowledge Transfer and New Hire Accommodation:
We facilitated the knowledge transfer of essential roles, ensuring continuity amidst staff changes. Additionally, strategies were developed to seamlessly incorporate a new hire into service teams and client meetings.
In summary, our partnership resulted in tangible improvements in operational efficiency, staff organization, and strategic planning. Together, we’ve navigated the complexities of growth and transformation, turning organized chaos into streamlined success.
We would love to support your firm.
We Deal With Your Organized Chaos
Get your 15-minute Intro Call
We know what options are out there for Financial Advisor Business Coaching programs but our niche approach to strategy & operations is why we are the best and why streamlined operations ultimately drives your business.
