Elevating 6+ Figure Solo Advisors In Building The Operational Backbone Needed To Scale Successfully
As a solo financial advisor, you’re wearing all the hats in your business. But as your client base grows, so do the demands on your time and resources. You might catch yourself saying things like “I’m buried in emails, back-to-back meetings and evenings spent catching up.”
This statement signals that your business is ready for more than just tweaks; it’s time to implement systems that support your growth. One client put it best: “I finally have time to focus on growing my business instead of being buried in tasks.”
Strategic Engagements
Solutions tied directly to ROI
Target One Area Of Your Business
Uncover where your firm is leaking money, clients or time
Focused Solutions
High impact, short duration, high return engagements
Is it urgent that you make progress in your business this year?
Welcome To The Insight Series™
Fast clarity. Focused results.
Targeted engagements that uncover what’s holding your firm back; and fix it, fast.
When your firm needs progress; not a longer consulting cycle, our Insight Series™ delivers targeted solutions that move the needle in weeks, not months.
Each bundled engagement pinpoints a critical area of your business: OPS & Capacity, Tech & CRM or Referrals & Growth and provides actionable insights, quick wins, and a clear path forward.
These are high-impact consulting intensives designed to uncover where your firm is leaking time, money, or trust; and fix it fast.
What You Need: Insight Engagements
Pick the “Insight Series Bundle” that fits your biggest bottleneck today. Typical bundles start at $10K+ flat-fee and designed to feed a clear next step; onboarding, CRM, growth, client experience, or referrals.
If you’re not sure where to start, we recommend beginning with OPS & Capacity
Start Here → Then Move There → Then I Graduate To That
Insight: OPS & Capacity
Get unstuck and back in control.
Get unstuck and regain control. This half-day strategic planning session helps you align on vision, define priorities, and build a 90-day roadmap that turns ideas into action. You’ll leave with clarity, accountability, and a focused plan for growth.
Timeline: 4-6 weeks
Best for: Partners or principals who need alignment, structure, and a clear path forward.
Build a client experience that converts trust into loyalty.
Build a consistent, scalable onboarding process that clients love. We analyze your full onboarding journey; from inquiry to review meeting — to uncover delays, inefficiencies, and trust gaps. You’ll walk away with a customized workflow that streamlines delivery and strengthens client confidence.
Timeline: 5-6 weeks
Best for: Firms struggling with inconsistent onboarding, delayed transfers, or unclear roles.
Insight: Tech & CRM
See what’s really happening inside your CRM.
Get a fast, focused view of your CRM’s performance. In a few weeks, we review your setup, data quality, and workflow usage, then deliver a 2-page report with five actionable quick wins to boost efficiency and accuracy.
Timeline: 3-4 weeks
Firms unsure if their CRM is working as hard as it should — and want fast insight without a full overhaul. Wealthbox, Redtail or Advyzon only.
From plan to performance.
Bring your onboarding blueprint to life. We transfer your workflows into your CRM and train your team to manage them effectively. The result: a consistent, efficient client experience that scales as you grow.
Timeline: 5-8 weeks
Best for: Firms ready to operationalize onboarding and train their team for success. Wealthbox, Redtail or Advyzon only.
Insight: Referrals & Growth
If clients are disengaging or referrals have slowed, this diagnostic reveals why. We audit your key client touchpoints and communication patterns to expose where trust breaks down and opportunities slip away. You’ll receive a concise Client Trust & Referral Gaps Report outlining what’s costing you retention and growth; plus clear steps to re-engage clients and revive your referral flow.
Timeline: 4-5 weeks
Best for: Firms losing, not attracting referrals and unsure why.
Turn your network into your next revenue stream.
Turn your network into a revenue engine. In this focused one-to-one training, you’ll learn how to generate higher-ticket referrals using the same systems that have produced $30K+ in 90 days for our clients. We’ll help you strengthen outreach, build deeper relationships, and convert relational currency into measurable growth.
Timeline: 4-6 weeks
Best for: Firms ready to activate their network and generate new revenue through relationships — not ads.
Why Firms Choose the Insight Series™
- Fast insight: Clear deliverables in 4–6 weeks
- No long contracts: One focused project at a time
- Tangible ROI: Every engagement ties back to time, revenue, or capacity gains
- Direct access to our consulting team and real-world solutions that work
Get Started
If you’re ready to accelerate clarity and performance, choose the engagement that fits your next step; whether that’s optimizing your CRM, improving client experience, or unlocking new revenue.
You're In Good Company
What Financial Advisors say about The Atlas Park Experience
Answers to Common Questions
Advisor Business Coaching FAQS
Each session targets a specific challenge: referrals, onboarding, or CRM efficiency. If you’re unsure where to start, we’ll schedule a quick consultation to identify your firm’s biggest opportunity for immediate impact.
The Insight Series™ is built for speed. In just a few weeks, you’ll get focused solutions, clear next steps, and measurable results; no long-term commitment required. Many clients begin here before moving into a full COO partnership.
Yes. Depending on the engagement, key team members may join discovery or workflow sessions to ensure accuracy and buy-in. The goal is simple: shared clarity and accountability across your firm.
If your team is overwhelmed, that’s exactly when this matters most. These sessions help reclaim time and capacity, not add to the workload. Most require just a few focused hours; and the results are immediate.
Most firms tackle symptoms, not systems. Our diagnostic approach pinpoints root causes, builds structure, and delivers measurable improvements that actually stick.
Get your "Learn More" Call
Best Practices From The 100+ Wealth Management Teams We’ve Supported Since 2018. With scalable systems and trained staff, advisors finally get the freedom to focus on clients and growth – not putting out fires.