Retainer Engagements- Starting at $2,000/ month

For ongoing assistance in an advisory capacity.  Examples of topics covered:

  • Coaching for RIA Executives and Financial Advisors
  • Goal setting/ holding accountable for RIA Executives or Financial Advisors
  • Starting an RIA and/ or leaving the broker/ dealer to go "Fee Only"
  • Broker/ Dealer sale & acquisition guidance
  • Ongoing feedback, guidance, and strategy on rolling out or updating Impact Investing or ESG products

 

Project Work- Starting at $3,000/ project

For assistance with finite tasks that have a definable time frame and scope of work.
I'll help you assess a situation, set goals, and keep you accountable so you reach those goals.
Project Work Examples:

  • Defining your ideal client and creating a custom marketing plan
  • Business infrastructure needs assessment for small to mid size RIAs
  • Updating or creating efficient office procedures
  • Curated focus groups for impact investing topics or products
  • Targeted hiring preparation, interview process design, and new hire onboarding guidance

Hourly - $400/ hour

Want to pick my brain? Only have a quick question? Book a 30 or 60 minute phone or video call here for ad hoc advice and guidance. This is a great format for people who want to:

 
  • Bounce an idea around with someone (me!) who has run an RIA and has worked with hundreds of financial advisors
  • Talk about an employee situation with an experienced people manager (also me)
  • Pick my brain about the impact investing marketplace
  • Discuss RIA and Financial Advisor office technology
  • Hone impact investing marketing messaging
  • Website & marketing collateral review
  • Discuss & design social media strategy

Want to Meet Me First?
Meet Me Online at my Virtual Office Hours

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Office hours are free, have no agenda, and do not require an appointment. Just show up. It might be just me and you or you might meet new friends.

Introduce yourself.
Tell me your thoughts.
Ask me questions about impact investing, business operations, women in finance, or what my favorite vegetable is.

Every Friday 1:00-2:00 PM Pacific Time
Login here for video chat. For voice only, call  (563) 999-2090, Access Code 549978