- FREE TRAINING SERIES
7-Figure RIA Operations Playbook
Actionable, bite-sized strategies to immediately level up your financial advisory firm
20+
100%
Free Access
10-15
Features
Actionable Strategies
Every training delivers practical tactics you can implement immediately in your practice
Bite-Sized Learning
Quick 10-15 minute sessions that fit into your busy schedule
Industry Experts
Learn from 20+ professionals who specialize in serving financial advisors
Watch Anywhere
Private YouTube playlist accessible on any device, watch at your own pace
Meet The Speakers
Refining Your Niche: Turbocharge Organic Growth
Carolyn Dalle-Molle
About Carolyn
“What do you do?” In short, marketing. I help businesses communicate better in a way that helps them reach their goals.
I help mission-driven teams develop the strategies, messaging, and communication plans that meaningfully connect them with current and future customers in a way that fuels growth.
I care about work that impacts generations and want to make that communication better.
Your AI Website Audit
Meg Clarke
About Meg
I am a prominent SEO (Search Engine Optimization) professional based in northern Virginia. I am the owner and founder of Clapping Dog Media. I have curated a team of brilliant SEO professionals that serve dozens of clients across many different industries.
Beyond client work, I am passionate about sharing the power of SEO with others. You can catch me on podcasts where I discuss how businesses can use SEO to grow and reach a larger audience. I am also frequently invited to teach our SEO best practices to mastermind and membership groups.
Your Simple CORE4 Growth Strategy
Charlie Van Derven
About Charlie
I’ve witnessed the digital revolution in our industry during the past couple decades. My career started with a job selling websites to wirehouse advisors. The internet was so new to the Financial Services industry that there wasn’t much compliance would even consider allowing. The sites were rudimentary and allowed for no personalization or flexibility. Email marketing and social media caught fire. Following this trend, I went to work with the largest marketing firm in the industry.
5-Star Marketing: The ROI of Online Reviews
Brian Thorp
About Brian
Brian Thorp is the founder and CEO of Wealthtender and Editor-in-Chief. Brian believes everyone deserves help with money matters from someone they can trust, no matter their income or stage of life.
With over 25 years in the financial services industry, Brian is applying his experience and passion at Wealthtender to help more people enjoy life with less money stress.
Authority in 60 Seconds with Short-Form Video
Laura Garfield & Sharon Gottula
About Laura & Sharon
Idea Decanter makes it incredibly simple to build authority and grow your practice with video. Our proven 3-step Video Growth Code helps you create authentic, authority-packed content, stand out on video, and attract dream clients who already know you’re a fit.
Your Simple Tech Accountability Framework
Charesse Spiller
About Charesse
When I founded Level Best in 2016, I had no idea that all these years later, I’d also have a new motivation – I know how hard it is to be a business owner.
Between running your firm, training a team, working with clients, and all of the other “to-do’s” on your list, squeezing operations strategy into the between moments just doesn’t work. You deserve a partner in your corner who not only has the expertise to help you scale your business but who also understands the unique stressors that come with being a business owner and founder.
And that is, in a sentence, our secret sauce.
We help our clients with the technical. We guide them to streamline, automate, and delegate their businesses to scale and run more efficiently. But we go a step further than that, too. Our team blends the technical expertise of an operations integrator with the human-first focus of a consultant who is ready to guide you past your roadblocks and implement solutions that actually serve you. We rise to meet the intangible challenges you face that are holding your firm back.
Conversion Conversations
Nancy Bleeke Noël
About Nancy
What do we do? Simply: individualized sales growth consulting and training that sets advisors up for more clients and revenue!
Building your firm is not a “one size fits all” endeavor. Your goals, interests, skills, confidence level, and ideas are uniquely you!
That’s where I come in. Guiding YOU to define and implement your business development plan…without becoming the sleazy, manipulative “salesperson” your friends and family run from.
From the flagship Genuine Sales training course to individual coaching, lead gen strategies (not marketing – creating the strategy so you know which marketing to focus on), and identifying your sales process, you’ll get support on what YOU need.
We’ve worked with thousands of advisors, and yet our focus is on YOU, setting you up with high probability efforts needed to reach your goals.
Let’s have a conversation to see if I can support you!
Every Dashboard Your Firm Needs
Stephanie Shepherd
About Stephanie
Stephanie has over 19 years of experience working in Operations and Technology for the RIA Industry. She holds her current Salesforce Certified Administrator Credential and has been a Salesforce Administrator since 2009. Stephanie became passionate about Salesforce when she saw how it transformed the operations of the RIA she worked for 10 years. The efficiencies it provided allowed their company to grow and Stephanie became passionate about helping other people achieve these results.
Stephanie earned her Bachelor’s Degree in Business Administration from the University of Mary Washington. She lives in a small mountain town at the base of Pikes Peak where she enjoys hiking, biking and adventure travel.
Optimizing Firm Revenue
Lacey Shrum
About Lacey
Hi, I’m Lacey Shrum — attorney, former CCO, and founder of Smart Kx. Every RIA I worked with was stressed about fee billing. Calculating and collecting fees is hard enough, documenting and analyzing them adds another layer of complexity. I built Smart Kx to fix that.
Most RIAs don’t actually know their revenue numbers or how to change them. Smart Kx helps you take control: report on revenue, analyze your fees, and confidently execute changes. It’s automated, compliant, and built from real user feedback.
Besides being the expert on RIA fees… I like to talk about geopolitics, monetary policy and history; I’ve testified as an expert witness in cryptocurrencies x2.
If your billing processes are manual, inconsistent, or expensive to maintain… we can help. Our goal is to make sure firms know their revenue, charge what they’re worth, and do it in a way that scales.
How To Prioritize Effectively For Stress-Free Growth
Michelle Wong
About Michelle
Helping badass financial advisors save the world from bad financial advice one powerhouse solution at a time. Closing the talent gap between advisors and non-advisors with inclusive, efficient, and scalable remote team management.
Mission: Powering RIAs with strategy, systems, and top-tier talent so they can focus on changing lives through financial planning. With 14+ years in financial services, I’ve worked alongside hundreds of RIAs, helping them scale their firms and build unstoppable teams.
Origins: Featured in leading industry podcasts and publications such as WealthManagement.com, RIAIntel, and FinancialPlanning.com. A proud 4K for Cancer, AmeriCorps, and alpha Kappa Delta Phi alumna, with a background in leadership, service, and making things happen.
Beyond the Suit: You’ll find me traveling between Maryland and Windsor with my partner-in-crime, Chris, and our three furry sidekicks, Atlas, Luna, and Saryn. My 2001 VW Eurovan Camper might be my greatest financial villain, but the adventures make it worth it.
Why Hire an OCIO?
Eric Stein
About Eric
As a Partner at East Bay, Eric serves a select group of financial advisory firms as their outsourced Chief Investment Strategist. Responsibilities of this role include continuous oversight of advisor clients’ investments, bespoke strategies for unique situations, client communications, and more.
Eric is a proud graduate of Indiana University where he earned a B.S. in Finance. Eric also earned the Chartered Financial Analyst (CFA) designation in 2001 and continues to stay involved in the local CFA society. Eric has been quoted several times in the Wall Street Journal and has written extensively on topics covering asset allocation, manager due diligence, financial markets, and economic events.
Eric enjoys traveling with his wife, Laura, and their two sons, Scott and Jack. In his spare time, Eric is an avid cyclist and includes finishing a Half-Ironman as one of his greatest athletic accomplishments.
The Advisor’s Blind Spot: Marketing as the Missing Pillar of Legacy Planning
Olivia Luper
About Olivia
Founded by Olivia Luper, our team brings together expertise in brand strategy, narrative psychology, behavioral finance, and flawless marketing execution. We uncover the emotional core of your value, then engineer every touchpoint to resonate—subconsciously and strategically. Our methodology is proprietary. Our standards are exacting. And our results speak for themselves. We don’t follow trends. We set the bar.
We don’t chase attention. We command it. This is where magnetic branding meets operational excellence.
Easy Video Editing
Tanner Westmoreland
About Tanner
The idea for FinVidi came from firsthand experience as a video producer in the financial industry, where I saw the critical need for financial advisors to connect with clients in a more engaging and personal way. Complex financial concepts often felt disconnected, leaving opportunities to build trust and credibility untapped.
At FinVidi, we bridge that gap with professional, authentic video solutions that simplify the complex and amplify your voice. Our mission is to help financial advisors build stronger relationships, elevate their brand, and create lasting impact through the power of video.
14 Questions to Ask When Crafting a Compelling Brand Story
Amy High
About Amy
I know what it’s like to start at step one. What it’s like to have a big dream, and to feel overwhelmed about where to begin. From having your first ever paying client, and the indeterminate road to steady business and then navigating rapid growth, I know how challenging the journey can be.
It’s my pleasure and found purpose to help others navigate the business landscape, to use all the things I’ve learned and continue to learn along the way to help them thrive.
I’d love the opportunity to win your business and help you build your dreams. Let’s connect with a free Discovery Call appointment and get started!
Showing Up in AI Search
Niki Clark
About Niki
Hey there! So glad you stopped by! My name is Niki and I am a marketing consultant, coach, and specialist for financial advisors. Sometimes, I’m simply a sounding board. Advisors need someone to talk to also!As a woman in finance, I’m passionate about amplifying the voices of females in the industry!
In 2016, I earned my FPQP designation because finance has always fascinated me. This credential equips me to serve you even more effectively.
I’m here to help with marketing strategies, boosting brand awareness, establishing thought leadership, and expanding your business.
Creating Explainer Videos With Ease
Jeremy Fackenthal
About Jeremy
My name is Jeremy Fackenthal. I am a filmmaker and event producer who is passionate about using film and visual media to promote sustainable development, protect biodiversity, and tell stories about the good happening in the world. Coming from nonprofit and academic backgrounds, I bring a unique perspective to all of my projects that helps me tell complex stories. I film and edit, and I produce events for both nonprofit clients and for-profit companies. From my background managing a nonprofit and working in academia, I understand flexible timelines and evolving project goals. I am happy to work with you as your needs change. I can help you take a step back and think about the storytelling that will provide evergreen content for your organization or brand or fresh and engaging content for new campaigns.
Win More Business Without Chasing Referrals
John Way
About John
I help financial advisors, accountants, bookkeepers capture and convert the leads who visited your website, but did NOT book a discovery call • See how your firm stacks up against the Best-in-Class
Roles & Responsibilities Mapping
Jacqueline Benjamin Hatherley
About Jacqueline
With over 25 years of operations expertise in wealth management, I specialize in transforming teams and streamlining processes to drive operational excellence. As an RIA “Opspert” and Fractional COO, I bring a human-centric approach to every challenge, unlocking the power of people to create efficient, scalable, and resilient organizations.
Advisor Compliance Made Easy
Jessica Mardock
About Jessica
Your Web Copy Cheat Sheet
Zoë Meggert
About Zoë
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Join hundreds of growth-minded RIAs and financial planners who are ready to take their firms to the next level.