You became a financial advisor to help people build wealth, not to spend half your day updating Redtail, chasing paperwork, and prepping for reviews. Your Chief of Staff handles the admin so you can spend more time with the clients who need you.
Every hour you spend on admin is an hour you're not in front of clients. Your Chief handles the grind so your AUM can grow.
"I have an annual review with the Hendersons on Thursday." Get a full brief: their portfolio summary from Orion or Riskalyze, recent life events from your notes, market context, and suggested talking points. Walk in confident every time.
"Log my call with Sarah and schedule a 90-day follow-up." Your Chief updates Redtail or Wealthbox, drafts your follow-up email, and flags any clients who haven't heard from you in too long. Nothing falls through the cracks.
"I need to document today's suitability conversation." Your Chief drafts compliant meeting notes, organizes disclosures, and helps you stay audit-ready. Less stress around your next SEC or FINRA review.
"I'm meeting a new prospect who runs a dental practice." Get a full briefing on their business, likely financial planning needs, and conversation starters. Show up knowing their world better than their last advisor did.
Start every day knowing exactly which clients need attention. Who has a life event coming up? Which prospects are cooling? What tasks are overdue in your pipeline? One message, full picture.
"Draft a market update email for my clients." Your Chief uses your voice to write thoughtful client communications, birthday notes, referral thank-you messages, and newsletter content. Stay top of mind without the writing time.
From sign-up to a working chief of staff. No technical setup required on your end.
Pick your plan. We immediately start building your dedicated, private server.
One hour on Zoom. We connect your tools: email, your CRM (Redtail, Wealthbox, or Salesforce), Orion, calendar, and any other platforms you use daily.
Within 48 hours, your Chief is live. Message it from your phone between client meetings, or ask for a morning brief before your first call of the day.
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One-time setup to build your Chief. Monthly subscription to keep it running, learning, and improving.
Month-to-month. No long-term contracts. Cancel anytime.
A good paraplanner costs $50,000-70,000/year plus benefits. Your Chief costs $500/mo, is available 24/7, connects directly to your CRM and portfolio platforms, and gets smarter about your specific clients every week. It handles the prep work so your paraplanner (if you have one) can focus on higher-value tasks.
Your Chief runs on a dedicated private server. Your client data never touches another advisor's instance. All credentials are stored in enterprise-grade encrypted vaults. We follow the same security standards your compliance officer expects. Nothing is shared, nothing is pooled.
Redtail, Wealthbox, Salesforce, and Junxure are all supported. We can also connect to most platforms with an API. Tell us your stack during onboarding and we'll confirm what we can connect.
Yes. Your Chief can draft meeting notes, suitability documentation, and client communication logs in formats your compliance team will recognize. It doesn't replace your compliance software, but it dramatically reduces the time you spend writing documentation after client interactions.
We'll customize the onboarding to your firm's specific workflows and documentation standards. Most advisors find their compliance team is happy as long as the output is thorough and well-organized, which your Chief is.
During onboarding, your Chief connects to your CRM and reads your existing notes, meeting history, and client profiles. Over time, it learns your patterns: how you communicate, which clients need more hand-holding, and what your review process looks like. After 30 days, it knows your book of business.
Absolutely. Your Chief can track referral pipelines, draft prospect follow-up emails, research potential clients before meetings, and help you stay consistently in touch with your top clients. Most advisors find it pays for itself in one new client relationship.
Your clients chose you for your judgment, not your paperwork skills. Your Chief of Staff is live within 48 hours.
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