Hourly Help Sessions
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.
A consulting session is one hour at a rate of $250 (one hour minimum). We can do anything you want during that time, including screen share and walk through any specific challenges you are having.
Hourly Project Consulting
In addition to the help sessions described above. I also provide project-based services at the same hourly rate. Examples of projects include:
- Website/marketing/SEO audits
- Marketing strategy design
- Operations and systems design and implementation
- AI Application development
- Technology implementation
Anything that's in my wheelhouse, I'm happy to do on a project basis billed by the hour.