Consulting, Community, and Resources for Independent Financial Advisors
I help independent financial advisors cut through operational complexity so they can spend less time managing their firm and more time serving clients
Get help building the advisory firm of your dreams
I've spent my career at the intersection of financial services, marketing operations, and technology. I know what it's like to wear every hat in an independent firm — and I know how quickly the back office can start to slow you down. That's why I work exclusively with independent financial advisors who are ready to stop reacting and start building. Whether you're a new solo practitioner looking to grow or an established firm seeking to run more effectively, I bring the frameworks, tools, and hands-on experience to make it happen.
More About MichaelHow I Help Independent Financial Advisors
Free resources, a private community, and one-to-one consulting focused on operations, marketing, and technology for RIA owners.
Podcast
Ops & Impact is the show built for the solo RIA owner ready to level up and build the lifestyle practice of their dreams – focused on operations, processes, marketing, and technology.
Listen to the podcast →Free Consulting via Voice Memo
If you are a financial advisor needing some help, please feel free to send me a voice memo. I will answer via voice memo, and we can "talk" back and forth asynchronously. There is no charge for this.
Send a voice memo →Office Hours
Every month, I hold free Open Office Hours to discuss anything that I normally help people with, which includes starting an RIA, process and technology, Altruist, SRI/ESG, and marketing.
Register for office hours →Tools, Templates and Apps
I have a number of tools and templates (mostly free) for independent financial advisors to help them with their operations and workflows. I also build apps for financial advisors.
Browse tools and apps →Ops & Impact Community
I host a private community called "Ops & Impact" for financial advisors who want help with operations and marketing in their firms. We provide group consulting and TONS of resources.
Explore the community →Hourly Consulting
I provide hourly consulting for financial advisors who would like some one-to-one help. Typically, I help with advisors who have operations and/or marketing challenges.
See consulting options →Testimonials
What financial advisors say about working with Michael.
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"I woke up to a text from a friend the other day who said he did an AI search for military financial planners, and my firm was on the list! I've also gotten several prospects in the past few weeks who match my avatar so well. I credit my marketing framework to everything I've taken away from you."
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"Michael knows just what developing RIA owners and financial advisors need and want to learn. He generously shares his expertise in a variety of formats. He is very patient and never judgy. I'm a fan!"
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"Michael helped me structure my client onboarding process from the ground up and sharpened my client interviews with his hands-on expertise and guidance. He also helped me launch a consistent weekly marketing content routine and has been genuinely accessible throughout — always there to help turn theoretical ideas into real practice."
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"Joining the Ops & Impact community has helped me clarify my thinking and simplify my processes. I'm loving being around like-minded advisors!"
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"Michael is incredibly generous with his time and genuinely wants to help other advisors succeed. As a paid member of his community, I've found his advice practical and grounded in the real-world experience of running his own RIA. His guidance and the support of the community have been well worth the investment."