Our Process
Summary of the RIA Revival System
Our RIA Revival system is designed to guide financial advisors through a comprehensive process that transforms their firms, ensuring they’re ready to scale effectively. It begins with an Introductory Call to assess your needs, followed by a Discovery Call to dive deeper into your current processes and goals. This sets the stage for building strong relationships with your key team members, fostering smooth communication and collaboration throughout our engagement.
Next, we engage in Whiteboard / Brainstorming Collaborations, where we generate tailored strategies to meet your firm’s unique objectives. Once we’ve crafted the right plan, we move into the Implementation phase, seamlessly integrating new workflow, process, and automation solutions into your firm’s operations.
Finally, we focus on Testing and Refining, evaluating the newly implemented processes to ensure they’re functioning optimally. Throughout this journey, we stay by your side, providing ongoing support to help your firm achieve lasting success.
Phase 1:
Get To Know You 🤝
Introductory Meeting
Discovery Meeting
Phase 2:
RIA Revival System 🤝
Developing Team Relationships
Whiteboard/Brainstorming Collaborations
Implementation of New Processes
Phase 3:
Adjust & Review 🤝
Testing and Refining
RIA Revival System FAQs 👇
The system follows a three-phase process over four months:
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Phase 1: Discovery & Strategy (Month 1) – Analyzing workflows, identifying inefficiencies, and mapping out a tailored strategy.
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Phase 2: Workflow Creation & Automation (Months 2-3) – Designing workflows, implementing automation, and integrating fintech tools.
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Phase 3: Refinement & Continuous Improvement (Month 4) – Testing, refining, and setting up ongoing performance reviews.
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The RIA Revival System takes four months to complete, with each month focusing on a specific phase: Discovery and Strategy, Workflow Creation and Automation, and Refinement and Continuous Improvement.
Our process combines tailored whiteboarding sessions, custom workflow creation, and automation tools to address your firm’s unique needs. Unlike one-size-fits-all approaches, we work closely with your team to develop solutions that align with your long-term goals.
A whiteboarding session is a collaborative brainstorming meeting where we map out key processes and strategies. This step ensures we deeply understand your firm’s unique challenges and objectives before implementing solutions.
We design workflows for essential processes such as prospecting, client onboarding, servicing, follow-ups, and scheduling. These workflows are customized to your firm’s CRM, whether you use Wealthbox, Redtail, or another system.
We leverage tools like GReminders for scheduling automation, CRM workflows for client management, and automated communication systems to streamline follow-ups and reduce manual errors.
You can expect improved operational efficiency, reduced time spent on manual tasks, and scalable systems that enhance client service and support business growth.
We work with a wide variety of tools and can adapt the system to fit your existing tech stack, ensuring seamless integration with your firm’s operations.
We customize every aspect of the RIA Revival System based on your goals, processes, and tools. Feedback from your team and ongoing adjustments ensure the system aligns perfectly with your firm’s objectives.
Our Process
Summary of the RIA Revival System
Our RIA Revival system is designed to guide financial advisors through a comprehensive process that transforms their firms, ensuring they’re ready to scale effectively. It begins with an Introductory Call to assess your needs, followed by a Discovery Call to dive deeper into your current processes and goals. This sets the stage for building strong relationships with your key team members, fostering smooth communication and collaboration throughout our engagement.
Next, we engage in Whiteboard / Brainstorming Collaborations, where we generate tailored strategies to meet your firm’s unique objectives. Once we’ve crafted the right plan, we move into the Implementation phase, seamlessly integrating new workflow, process, and automation solutions into your firm’s operations.
Finally, we focus on Testing and Refining, evaluating the newly implemented processes to ensure they’re functioning optimally. Throughout this journey, we stay by your side, providing ongoing support to help your firm achieve lasting success.
Phase 1:
Get To Know You 🤝
Introductory Meeting
Discovery Meeting
Phase 2:
RIA Revival System 🤝
Developing Team Relationships
Whiteboard/Brainstorming Collaborations
Whiteboard/Brainstorming Collaborations
Phase 3:
Adjust & Review 🤝
Testing and Refining
Our Process
Summary of the RIA Revival System
Our RIA Revival system is designed to guide financial advisors through a comprehensive process that transforms their firms, ensuring they’re ready to scale effectively. It begins with an Introductory Call to assess your needs, followed by a Discovery Call to dive deeper into your current processes and goals. This sets the stage for building strong relationships with your key team members, fostering smooth communication and collaboration throughout our engagement.
Next, we engage in Whiteboard / Brainstorming Collaborations, where we generate tailored strategies to meet your firm’s unique objectives. Once we’ve crafted the right plan, we move into the Implementation phase, seamlessly integrating new workflow, process, and automation solutions into your firm’s operations.
Finally, we focus on Testing and Refining, evaluating the newly implemented processes to ensure they’re functioning optimally. Throughout this journey, we stay by your side, providing ongoing support to help your firm achieve lasting success.
Phase 1:
Get To Know You 🤝
Introductory Meeting
Discovery Meeting
Phase 2:
RIA Revival System 🤝
Developing Team Relationships
Whiteboard/Brainstorming Collaborations
Implementation of New Processes
Phase 3:
Adjust & Review 🤝
Testing and Refining