Partner with Fractional COO & Integrator resources in your firm
Could your business run without you for 30 days?
Business Management and Fractional COO strategy for Financial Advisory Firms and Wealth Management Teams who want to develop complete business reliability and become a systems centered firm!
Business management consulting and resource for teams; ready to
- Improve internal processes between the team
- Improve CRM usage and have workflows that can be used by anyone
- Improve systems talking to each other across the firm
Re-engineer Operations
Gear up for next level growth and build transferable value
Reimagine Client Services
Create a smooth client experience to save time and money
Re-Engage Your Team
Empower your people through well built operational processes
Improve delivery of your financial planning services by applying the CFP Board 7 Step Financial Planning Process, that allows for greater control, compliance and consistency of your service workflows.
Improve delivery of your financial planning services by applying the CFP Board 7 Step Financial Planning Process, that allows for greater control, compliance and consistency of your service workflows.
A common challenge to firm growth
The problems aren’t going away. You hear it from your team AND now clients are noticing.
Here’s the problem: many financial advisory and wealth management firms feel a sense of overwhelm and anxiety when they finally have time to come up for air. So much time is spent with clients that they are weighed down by the insecurities within their business where they are now, what they are currently doing and trying to figure out what the necessary changes need to be going forward!
Leveraging our Fractional COO & Business Management services for Financial Advisory and Wealth Management firms is the best way to get a second pair of expert eyes on your business helping you improve operational infrastructure, better manage the work the team is performing, ability to make informed decisions and get to your goals faster.
The comprehensive Fractional COO solutions for financial advisory firms with small teams.
Ascend Business Management &
Fractional COO & Services for Teams
A Done-With-You Service that aligns leadership vision with the tactical work required.
The possibilities begin with a complimentary Business & Operations Assessment.
Business & Operations Assessment
Gain full visibility of where you are and where you want to go.
Insights into where to make improvements in your business!
- We will discuss your current business mission, vision, foundation, client avatar, service model, operational challenges and goals.
- We provide due diligence requests for information to guide us in our strategic and collaborative work.
- Deep dive to analyze the current state of your business, to identify Strengths, Weaknesses, Opportunities and Threats.
- You’ll get clarity on what changes you need to make in your business, through a Business & Operations Assessment.
- Your Clarity score will help you focus your time, energy and resources on the right projects to move your business forward.
A Glimpse into the Future of Your Financial Firm
Here’s what you will gain
from your Business & Operations Assessment
Enhance your ability to work with more clients efficiently.
Delegate tasks effectively to your staff and free up your workload.
Boost proactive client service to provide exceptional client experience.
Improve team dynamics and communication for better collaboration and confidence.
Regain control in your practice and eliminate the feeling of being overwhelmed.
Minimize the time spent on client work and maximize productivity.
After receiving your clarity score, you are ready to consider a Done-With-You monthly engagement that aligns domain support with strategic implementation!
Ascend Business Management Consulting
A Done-With-You Service that bridges LEADERSHIP and TEAMS with strategic work to accelerate revenue and improve firm operations.
- On demand, structured strategy calls for leadership and teams
- Unlimited email access to handle top of mind concerns
- Trackable tacks visibility to drive delegation
- Optimize your operations For efficiency/growth
- Service delivery roadmap development
- Structured Standard Operating Procedures (SOPs)
See how we aid in your transformation
- Envision the impact you want your business to have
- Implement your long term strategic plan
- Review and sort all areas of your business, find bottlenecks, needs, ideas and tasks, giving your entire business clarity and focus
- Visibility of operational inefficiencies and share solutions to improve them
- Audit your current prospect to paying client onboarding sequence
- Strategy on developing standard operating procedures for your firm
- Winning Workflows Intensive for scalable processes
Business & Operations Domain Support Around
What do you want to be when you grow up? Does your business plan roadmap reflect your strategic plan?
What’s your plan to source and close new business, short term and long term?
Efficiency and optimized operations begins with an assessment of where you are.
Understanding your tech stack, how to better leverage the right tools to their highest and best use.
Identifying needs, hiring, sourcing candidates, training, equipping and capacity planning for growing firms.
in our Winning Workflows Intensive.
Want to know more?
Answers to Common Advisor Practice Management Consulting
Frequently Asked Questions
About Fractional COO services
Prioritize improving your client relationship management, operational processes and leverage of team support.
An expert C-Suite consultant who understands the challenges of a growing advisory practice.
Depending upon your ability to implement the strategies we’ll train you on.
15 years of direct operational experiences. We know where the potholes are of growing firms and we can help you be proactive instead of reactive.
6-9 months, depending on bandwidth, hours committed and level of assistance needed,
Absolutely! It’s important so you can utilize the team and not have to do everything yourself.
Accountability, Project Management, Frequent Updates, Clear Responsibility
You're In Good Company
What Financial Advisors say about The Atlas Park Experience
Advisory firms with teams have a variety of unique challenges. As I’ve worked with both, it became apparent that I needed to create a service that could address the challenges of growing wealth management firms with teams. This dynamic produces the nuances of a growing client base with optimizing the team service delivery structure.
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.
