Find the Hidden Ops Leaks Quietly Draining Your Advisory Firm
Your firm isn’t stuck; your systems are. In 5 minutes, uncover the inefficiencies costing you time, clients, and revenue.
You're Not Losing Business Because of Your Advice;
You're Losing It Because of Your Operations
Bottlenecks you can feel but can’t name
Staff doing things five different ways
Follow-up slipping through the cracks
Clients asking for updates you can’t quickly pull
If your firm is growing but your operations haven’t kept up, revenue isn’t your only risk—your reputation is.
Here’s What You’ll Get in Your Personalized Ops Leak Report
Revenue Leak Estimate
How much inefficiency is costing your firm in time, capacity, and lost growth.
OPS Score Breakdown
A clear view of how your systems perform across People, Process, Technology, and Client Experience.
Fix-It Framework
Exact steps to reclaim hours, reduce team friction, and tighten your client service delivery.
Trusted by Firms Managing Over $200M–$1B+ in Assets
“We found $800K in capacity we didn’t know existed.” Principal, $350M RIA
“Our team gained 30% more time to serve clients.” Managing Partner, Independent Firm
“Clients noticed the difference within 30 days.” COO, $500M Firm
If these firms are seeing measurable gains, what is tightening up your operations worth to you?
Meet the Fractional COO Behind the Ops Leak Report
Hello I’m Cameo Roberson. Most advisory firm owners don’t talk about the operational pressure they’re carrying; but they feel it every day. The bottlenecks. The stalled projects. The staff doing things five different ways. The constant feeling of being behind.
I’ve spent the last 20+ years helping independent advisors fix the systems that quietly erode client trust and keep firms stuck.
Here’s what I know for sure:
Your firm’s growth isn’t the problem. Your systems just haven’t caught up yet; and that’s fixable.
The Ops Leak Report gives you a clear picture of what’s slowing you down and where to reclaim capacity fast. No overwhelm. No judgment. Just clarity and next steps.
Once you see the leaks, you can finally stop guessing and start leading with confidence again.
Every Month You Wait = Lost Revenue and Declining Client Trust
Every dropped follow-up, delayed plan, or missed review meeting has a real cost.
Most firms lose between $180K and $600K annually to operational inefficiencies — without realizing it.
Don’t add another system. Add structure.
Get Your Results in 3 Simple Steps
Step 1: Answer 10 quick questions
Step 2: Get your personalized Ops Leak Report
Step 3: Review your next steps to reclaim lost time and capacity
Stop Guessing. Start Operating Like a $1B Firm.
Take 5 minutes to find out what’s holding your team back; and what to fix first.
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