Founder & Chief Solutions Officer Reid Stone understands the challenges faced by advisors. Having served in operations positions in the industry for over twelve years, and having followed the practice management trends over the years, gives Reid a solid understanding of the challenges faced by growing financial advisory businesses.

I would enjoy helping your firm in any of the following ways....

• If your firm is at the size, or intends to get to the size where you need a Chief Operating Officer, I can direct the overall operations of the firm and devise a plan to accomplish the goals of the firm. I enjoy the variety of responsibilities of this role and how this role can help build a successful firm.
• As a Project Consultant, I can help select and implement solutions for your firm. If your firm is short of time or personnel to implement positive change, I can serve as the short-term additional staff to direct the selection and implementation.
• Serving as an Accountability Partner, I can help hold your "feet to the fire" for setting and reaching your goals. We all have great ideas and goals for where we want our firms to be, but running the business and managing staff often take the focus away from attaining our vision for the firm. We sometimes just need someone to keep us focused and accountable for following the strategic plan and constantly working toward our goals.
• Working for a firm that supports financial advisors and works with them to build their businesses.