Frequently Asked Questions

I build custom AI-powered workflows that handle your repetitive operational tasks - the things eating up hours every week. Instead of just telling you what to automate, I actually build the systems for you. Think client onboarding automation, document processing, calendar management, compliance workflows, and data management. I work as your part-time operations manager, but instead of just managing people, I'm building technology that scales your operations without adding headcount.

Common workflows I build include: client onboarding sequences that pull data from your CRM and generate personalized welcome packets, automatic meeting prep that pulls calendar events and creates briefing documents, document processing that extracts key information from PDFs and updates your systems, compliance workflows that check content against regulations, and data management that keeps your CRM, calendar, and other tools in sync. The goal is to automate anything you're doing manually more than once a week.

A full-time operations person costs $60K-80K per year, plus benefits, and still needs to do tasks manually. I build systems that run 24/7 without needing breaks, vacations, or management. You get my 12+ years of financial services operations experience plus technical skills to build custom automation - something most ops managers can't do. And you only pay for the time it takes to build and optimize, not a full-time salary. Once systems are built, they run with minimal maintenance.

Not at all. I handle all the technical work - building the automations, integrating with your existing tools, and setting everything up. You just need to walk me through your current processes and let me know what's taking up too much time. I'll build solutions that work with the systems you already use, and I provide training so your team knows how to use them. If something breaks or needs adjustment, I handle that too.

Phase 1 is a 4-week Assessment & Roadmap where I audit your current operations, identify automation opportunities, and create a detailed implementation plan with ROI projections. This gives you a clear blueprint of what to build and why. Phase 2 is Implementation - typically 6-9 months - where I actually build your custom workflows. Implementation pricing is custom-based on complexity, but you'll know exactly what it costs before we start because the roadmap from Phase 1 outlines everything.

Week 1: I interview your team and observe current workflows to understand pain points. Week 2: I map your tech stack and identify integration opportunities. Week 3: I prioritize automation opportunities based on time savings and ROI. Week 4: I deliver a detailed roadmap showing exactly what to build, estimated time savings, implementation timeline, and cost. You get a clear picture of what's possible before committing to Phase 2. Some firms stop here and implement with internal resources, but most move forward because they want me to build it.

I build your custom workflows one at a time, starting with the highest-impact automations. Each workflow goes through: build → test → train your team → monitor → optimize. I work as your fractional operations manager during this phase, meeting weekly to review progress and adjust priorities as needed. Implementation typically runs 3-6 months, depending on complexity, and you get working systems that save real hours every week. I don't hand you recommendations - I hand you functioning automation.

Most firms see time savings within the first month of implementation. The Assessment phase itself often identifies quick wins we can implement immediately. For example, I recently built a case briefing automation for a law firm that saved 5 hours per week within 2 weeks of deployment. The ROI depends on your billable rate. For attorneys billing $300/hour, a workflow that saves 10 hours per week frees up $156K in annual billable capacity. For financial advisors, those same 10 hours could mean 2-3 additional client relationships per year. Most implementations pay for themselves within 3-6 months when you consider the revenue opportunity of getting your time back.

I work with whatever you're already using. Common integrations include: CRMs (Redtail, Wealthbox, Salesforce), calendar systems (Google Calendar, Outlook), document storage (Google Drive, Dropbox, SharePoint), email platforms, and financial planning software. I use tools like n8n, Python, and APIs to connect systems that don't naturally talk to each other. If you use it and it has an API or webhook capability, I can probably integrate it.

Yes - that's the whole point. I don't sell pre-built templates. Every workflow I create is custom for your firm's specific processes, systems, and needs. During the Assessment phase, I map exactly how you work today, then build automation that fits your workflow instead of forcing you to change how you operate. This is why Phase 1 exists - to understand your unique situation before building anything.

Absolutely. I only access what's necessary to build the automation, and I follow security best practices: encrypted connections, secure API authentication, no unnecessary data storage, and compliance with industry standards. For RIAs, I'm familiar with SEC/FINRA requirements around data security. All workflows are built with security in mind, and I can work within your existing security policies and compliance framework.

Yes. After implementation, most clients keep me on retainer for monitoring, optimization, and building additional workflows as needs evolve. Your business changes, systems update, and new opportunities emerge - ongoing support ensures your automation keeps working and keeps improving. Some firms handle this internally after training, but most prefer having me available for troubleshooting and enhancement.

I work with both, but the economics matter. Solo advisors benefit most when they're spending 10+ hours per week on operations tasks that could be automated. Larger RIA firms (3+ advisors) typically see faster ROI because automation scales across the team. If you're a solo advisor doing $500K+ in revenue and drowning in administrative work, we should talk. If you're a smaller practice, we might identify quick wins in Phase 1 that you can implement yourself.

I work with both financial advisors and law firms. My background is in financial services operations, but the automation principles are the same. I recently built case briefing automation for a DUI law firm that pulls calendar events, downloads case files, and generates HTML briefings. Whether you're a financial advisor or attorney, if you have repetitive operational workflows eating up time, I can help automate them.

Most of my clients are firms with 3-15 team members managing $100M-500M in assets (for advisors) or small-to-mid-size law practices. That's the sweet spot where you have enough operational complexity to benefit from automation but haven't yet built a full operations team. Smaller firms benefit too if they're growth-focused and want to scale without adding overhead. Larger firms often have internal resources, but might bring me in for specialized projects.

You're ready if: (1) You or your team spend 10+ hours per week on repetitive tasks, (2) You're considering hiring an operations person, (3) Tasks are falling through the cracks because you're overwhelmed, (4) You want to scale but adding people feels expensive, or (5) You have processes that work but take too long. If any of those sound familiar, the Phase 1 Assessment will show you exactly what's possible. Even if you're not sure, a 30-minute call can help you understand if automation makes sense for your situation.