Operational Assessment
An operational assessment that shows you exactly where your firm loses time.
Most advisory firms don't have an operations problem they can name. They have a hundred small frictions — a client onboarding that takes three weeks, a CRM nobody trusts, a report that only one person can produce — and no clear picture of which ones actually cost the most.
The Operational Assessment gives you that picture. We work through how your firm really runs today, in practice rather than on paper, and hand back a sequenced roadmap you can act on with or without us.
Book a 30-minute callEngagement
Assessment · fixed scope
What's included
- End-to-end process and systems map
- Client onboarding and service model review
- Compliance documentation gaps
- Prioritized roadmap with sequencing
What changes
What your firm has at the end of it.
A single written view of how the firm operates today
The handful of constraints that actually limit growth, ranked
A roadmap sequenced by impact and effort, not by vendor
Clear decisions on what to fix, what to replace, and what to leave alone
Questions
Operational Assessment — common questions
How long does an operational assessment take?
It is scoped to your firm — larger or smaller depending on how many advisors, systems, and service models are involved. We agree the scope and the fee before we start.
How much of my team's time does it need?
A series of short conversations with the people who do the work, plus access to the systems and documents you already have. We do not ask your team to build materials for us.
Do I have to continue with a longer engagement afterwards?
No. The assessment is a standalone deliverable. Many firms execute the roadmap themselves; others bring us back as a fractional COO or for a specific implementation.