I handle the CRM, the workflows, the meeting prep, the follow-ups, and the data, so your team can focus on clients, not spreadsheets.
You opened this firm because you're good with people and good with money. But somewhere along the way, the operational side started taking over. Meeting prep at 6am. Follow-up emails at 10pm. A CRM full of duplicate contacts and outdated information.
Your client service associate is drowning in busywork, and you know that the review you promised the Johnsons three months ago still hasn't been scheduled.
This isn't a technology problem. It's a capacity problem. And the systems that should be helping your practice are adding to the burden instead.
Before every client meeting, a prep brief is ready: account summary, recent activity, open items from the last meeting, upcoming life events. After the meeting, the CRM is updated, follow-up emails go out, and tasks are created for your team. No one has to remember to do any of it.
Every household tracked against your service model. Overdue reviews get flagged. Birthday and anniversary outreach goes out. RMD deadlines, kids aging off plans, beneficiary reviews. Proactive, not reactive. Your best clients never feel forgotten.
From signed agreement to first planning meeting: intake forms, CRM record creation, custodian paperwork, account opening workflows, welcome sequences. One coordinated process instead of a dozen sticky notes.
Your CRM should be an asset, not a chore. Duplicate records merged, fields standardized, contact data enriched, dead records archived. Whether you're on Redtail, Wealthbox, or Salesforce, it stays clean and reliable.
Meeting notes logged, communication tracked, review cadence documented, suitability records current. When your CCO or compliance consultant needs documentation, it's already organized.
Monthly operations report: meetings held vs. planned, clients engaged, service model adherence, pipeline status, and onboarding progress. Business intelligence that a $300M firm has never had because nobody's had time to build it.
I review your CRM, your workflows, your tech stack, and your service model. Not a sales pitch, a real assessment of what's working and what's not.
I connect to your systems, clean up your data, build your workflows, and configure everything to match how your practice actually operates.
Your practice ops run. Meeting briefs appear. Follow-ups go out. Data stays clean. I handle requests, monitor for issues, and make improvements every month.
A quick call to review what happened, what's coming, and any changes to the practice. You stay in the loop without being in the weeds.
I don't ask you to switch platforms. I make the ones you have work better. I work with Redtail, Wealthbox, Salesforce, Orion, Black Diamond, RightCapital, MoneyGuide, eMoney, Schwab, Fidelity, and Pershing.
I'm Ian Stuart. 14+ years building and running operational systems for B2B companies across SaaS, fintech, and financial services. Deep Salesforce expertise, background in CRM architecture, and I've built my own internal tooling to deliver this work efficiently.
SMOPS is intentionally small. One senior operator, not an agency. You work directly with me. No account managers, no handoffs, no junior associate learning on your dime. I bring in vetted specialists when a project calls for it, but I own the work and the relationship.
30 minutes. No pitch, no pressure.