FinOps Co-op?

Our founder, Charesse Spiller recently joined a team of experts on Altruist The Advisor Journey podcast! They dove into practical strategies for optimizing processes, automation, and boosting client satisfaction. Give it a listen to discover actionable insights to streamline your operations and achieve excellence in your advisory practice! #finops #financepodcast #ria #operationsexcellence

Since you asked—here’s one more clip from our recent FinOps Co-op??Webinar Wednesday featuring Taylor Bell, CFP? , CFP??Chief Operating & Compliance Officer of Colton Groome Financial! Taylor shares a key insight that as ops pros, our clients are our team. We take care of the advisors and they take care of the end-clients. By doing so we create a thriving environment for everyone. ? In our next Webinar Wednesday we’ll discuss Benchmarking Strategic Priorities for Emerging RIAs in 2024 on September 11th. ???Apply to join FinOps Co-op??today! https://lnkd.in/gfxRsYG3 #fintech #finops #finance #financialoperations #communitybuilding #leadership

Shaking things up inside of FinOps Co-op??! Each month we host a Member Circle and recently we had Andrew Mehari CFP?, MBA, Director of Ops, and EOS Integrator? walk us through his CRM setup, but here's the exciting part: we kept it CRM agnostic. That's right – whether you're using HUBLY or any other CRM, our members were able to take away actionable steps to implement in their own practices! Listen to this piece of our conversation where Andrew shares key insights into how they optimize and automate their workflows freeing up time for everyone on their team! Want to join in on the conversation? ???Apply to join FinOps Co-op??today! https://lnkd.in/gfxRsYG3 #fintech #finops #finance #financialoperations #communitybuilding #leadership

?? A community favorite feature inside of FinOps Co-op??is Webinar Wednesday. Recently we had Taylor Bell, CFP??Chief Operating & Compliance Officer of Colton Groome Financial. In this engaging webinar, she tackled the common myths about operations managers and provided practical insights on understanding and demonstrating your true value. As a fellow ops pro she shared: ?? How to quantify your value in operations. ?? Why you don’t have to do it all alone and the power of collaboration. ?? Tips for maintaining your sanity while excelling in your role. ?? Essential strategies for effective change management. In our next Webinar Wednesday we’ll discuss Benchmarking Strategic Priorities for Emerging RIAs in 2024 on September 11th. ???Apply to join FinOps Co-op??today! https://lnkd.in/gfxRsYG3 #fintech #finops #finance #financialoperations #communitybuilding #leadership Level Best

We're adding some fun new things to FinOps Co-op?. As Ops Pros, it's our job to create standardization in our firm's systems – be it people, processes, or technology – to help drive scalability. This month inside of FOCO we’re having a fun challenge to share pieces of how we track our sales pipelines! As a part of the challenge we’ll share what’s working and what we’d like feedback on to better the processes at our firms. ?? Could you benefit from a community like this to drive efficiencies and the scalability of your firm? Learn how to join ?? https://lnkd.in/geWPp_y3 Level Best #finops #fintech #finance #operations #finance

We're so excited to welcome Taylor this week to as our guest speaker! She'll share her thoughtful tips and insights to help you show your value as an operations professional. ? Join us ?? https://lnkd.in/geWPp_y3 #operations #fintech #finserve #finops #wealthmanagement #finance

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If you struggle with building or leveraging your network, then this recent guest speaker we had inside of FinOps Co-op??is definitely someone for you to connect with! Our friend, Cameo Roberson, COO ?? joined us inside the community to discuss how you can become a connection catalyst! She shared some very thoughtful insights to help you build confidence, purposefully attend networking events with a game plan, and ultimately grow as an individual. Want to join in and hear from our next guest speaker? Learn more about FinOps Co-op??here ?? https://lnkd.in/geWPp_y3 Level Best #fintech #networking #financialadvisor #financialoperations #communitybuilding

We get some pretty incredible guest speakers inside of FinOps Co-op???? Kristen Schmidt joined us recently to speak with the group about how automation can and should create efficiencies in your RIA. She shares a few key ways automations can help your firm ?? ?? Improve team productivity ?? Give back time to you and your employees for scalability ?? Minimize errors and inconsistencies Want to join in and hear from our next guest speaker? Learn more about FinOps Co-op??here ???https://lnkd.in/geWPp_y3 Level Best #fintech #automation #financialadvisor #financialoperations

?? Our founder, Charesse Spiller will be speaking at the Altruist Academy LIVE event: "Mastering the Details: Achieving Operational Excellence in Your RIA" Join us live in Los Angeles, CA at the Altruist Academy June 10th - 12th! I'll be joined by Angel Williams of Beck Bode and Saundra Davis, MSFP of Sage Financial Solutions where we'll dive into practical strategies for optimizing processes, automation, and boosting client satisfaction. Discover actionable insights to streamline your operations and achieve excellence in your advisory practice. This discussion will take place on June 11th at 11:15 AM PDT in L.A. at the Altruist Academy. By the end of this session, you will be equipped to transform your approach to streamlining your operations and building a foundation of innovation and efficiency in your RIA. ?? https://lnkd.in/g7R_4sxQ Level Best #financialadvisor #fintech #finance