Level Best

?? Hey there! Ready to level up your business operations? ???? Our founder, Charesse Spiller, was recently featured on the Financial Advisor Success Podcast, where she discussed how Level Best can help you streamline your business processes, provide consulting services for scaling firms, and educate operations professionals through our new program FinOps Co-op?. Don't miss out on her personal journey from employee to founder, as she shares the challenges she faced and the strategies she used to overcome them. ?? Check out the podcast now and take your business to the next level! ???? #getlevelbest #BusinessOperations #FinancialAdvisorSuccessPodcast #FinOpsCoop #ConsultingServices #LevelUp #StreamlineProcesses #financialadvisor #financialplanning https://bit.ly/3KTSvZf

Our founder, Charesse Spiller is looking forward to presenting/speaking on Outsourcing for Scale and Growth at Dimensional’s upcoming Practice Management Symposium. https://lnkd.in/gwSpgEP9

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 #getlevelbest

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

Take advantage of scheduling software! There are so many great platforms to choose from, Calendly is one of my favorites. To really experience the magic, develop standardized themed meetings before setting up your scheduling program. ?? Join our newsletter for more tips like this! https://lnkd.in/gEFbfh6k #fintech #aitools #financialadvisor #productivityhacks Level Best FinOps Co-op?

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 with Hubly Inc and Redtail Technology, 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

?? The Level Best team is growing! Since 2016,?we’ve worked with a steady stream of financial planning firms across the United States.?We're looking for a standout Lead Operations Consultant who's seeking an innovative, fast-paced company with a supportive culture, outstanding growth potential, and a clear path to career advancement! ?? You will play a pivotal role in leading the delivery and identification of improvements for efficiency and scalability to our clients, acting as a crucial liaison point with their teams to ensure all business processes are optimized. Your expertise will be essential in maintaining our client service excellence. Sound like you? Apply directly here: https://lnkd.in/dtu-wcm8 Learn more ?? https://lnkd.in/dPdFySKQ #operationsconsulting #finops #hiring #jobopp #remotejobs

?? 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 FinOps Co-op?

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 FinOps Co-op? #finops #fintech #finance #operations #finance

???Boost Your Productivity with AI Note Taking This is one of the biggest hacks we’re seeing for saving time and creating more efficiency in your day-to-day. Check these out ?? ???Zoom has a dedicated built-in note-taking app. ???Zocks is another great AI tool we encourage you to check out. FinOps Co-op? #fintech #aitools #financialadvisor #productivityhacks