FinOps Co-op™
Revolutionizing Finserv Operations
What if you could gain instant access to a platform that offered:
Community in the operations space
Peace of mind that comes with knowing you’re leveling up and moving toward your goals
Industry-wide best practices
Templates for finserv operations work
Growth in your career and your firm
Ongoing education and support
You’ll join a community of like-minded practice managers, solopreneurs, and operations professionals who are in the same role as you, who are ready to stop drowning in over-work and start creating streamlined systems for their firms.
You know you must stop recreating the wheel, but you aren’t sure how.
You’re the only person in the office tackling operational pain points, so when you get stuck, the entire project halts.
Your leadership team is not hearing you because they’re too busy focusing on visionary work and the growth of the firm.
You long to take control and lead your firm but don’t know where to begin.
You don’t have any colleagues on your team in a similar role, and you can’t bounce ideas off of anyone.
Here’s the problem:
Does this sound familiar?
Operators, like you, in the financial planning profession, are often left holding the bag. You’re stuck figuring out everything all at once by yourself. It’s lonely and often thankless work.
Not anymore.
Imagine a different day-to-day for yourself.
Can you imagine having an all-in-one resource created by an operators FOR operators? Picture toolkits, peer-to-peer learning, holistic knowledge base, templates, and a community forum full of other operations professionals just like you at your fingertips.
What would that look like for you?
It’s tough to predict the future, but if I had to guess, the power of the FinOps Co-op community would change the game for you. You’d be able to:
Eliminate guesswork in your day-to-day role
Quickly get your questions answered
Tackle operations projects with a team of like minded peers and industry leaders
Better your skills to help grow your career
Gain leadership skills within your firm
Introducing FinOps Co-op™
FinOps Co-op™ is here to revolutionize how we approach operations in the finserv industry.
Looking for a one-stop shop to help you grow your skill set and improve your business’s operation? We’ve recently launched FinOps Co-op™, a community for like-minded operators in the financial planning industry.
FinOps Co-op™ is a collective of people interested in the same thing – improving themselves and their firms. Together, members learn from each other and from expert speakers and guests to continue implementing industry best practices and grow their careers.
Let’s Break It Down
Want to know what’s inside FinOps Co-Op™? Let’s break down the offer, so you know exactly what you’re getting.
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The Member Portal has all-in-one access for all your operations needs, is user-friendly, and comes with a mobile application for easy access while on the go.
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Connect with other FinOps Co-op™ members to share knowledge and experience, maintain accountability as you work toward your goals, and grow together.
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24/7 access to on-demand resources to help you move through your daily projects with ease. This wealth of information is all in one place and searchable to find what you need a snap!
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Join us for members-only, exclusive-access webinars featuring industry leaders and experts in the financial space. All webinars are stored as replays in the resource vault for easy access and continued learning if you can’t attend live.
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Get your specific operations questions answered with regularly scheduled Office Hours with creator and founder, Charesse Spiller.
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Level Best Content is dropped quarterly to give you access to timely operations and practice management toolkits. These content pieces are packages for easy implementation.
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Ask questions as they come up, and easily connect with other FinOps Co-op™ members for peer-to-peer learning and to help move the needle in your firm.
Who is FinOps Co-op™ For?
Founder:
As the founder of your RIA, you have enough on your plate as it is. Adding operational management, strategy, and implementation to your “to-do” list often isn’t feasible. FinOps Co-op™ gives you the tools to empower your team and encourage them to take control of your firm’s back end. Get ready for innovative ideas, industry-tested practices, and a collaborative experience that takes the training and doing off your plate.
Solopreneur:
Are you struggling to juggle all of the plates in your business? As a solo advisor you’re running your practice, delivering advice, running sales conversations, maintaining workflows, nurturing client relationships, balancing portfolios – it’s all on your shoulders. Enter: FinOps Co-op™. Our community of likeminded professionals engage together to learn industry best-practices for managing your operation, and you’ll level up with ongoing advice, training, templates, and more. The group meetings act as accountability and brainstorming sessions to help you stay on task and move the needle in your business.
Operations Manager:
Ready to grow your firm and your career? Get ready to uplevel your operations know-how, implement key changes in your business, and wow your stakeholders with your newfound knowledge and capabilities. Plus, the social dynamic of getting to talk to likeminded operations professionals and solopreneurs can help you to feel more connected and less alone in your career journey.
The Differentiator
What makes FinOps Co-op™ different? With this unique, member-friendly platform, we truly put YOU and YOUR needs first. We don’t believe in gatekeeping industry knowledge and want to encourage everyone to contribute – because we know that you have unique and special skills to bring to the table, too.
FinOps Co-op™ is run by Charesse Spiller, who founded Level Best in 2016, and has worked with hundreds of firms to streamline and level up their operation as a lead consultant. Charesse has collaborated with industry leaders and operations specialists to create content and ongoing learning webinars for FinOps Co-op™ members.
This platform is truly designed for those who seek long-term operations and practice management.
Our members prioritize:
Personal and
professional growth
Diversity and inclusion in FinOps Co-op™ and the broader financial services industry
Connection and learning from one another
The Investment
Are you ready to have instant access to industry best practices and a network of professionals in the same role as you?
When you apply to FinOps Co-op™ today, you’ll get:
Mastermind Groups
Resource Vault
Webinars from industry leaders
Office Hours with Charesse Spiller
Content Drops
Online Forum
Webinar Replays
Office Hour Replays
Continuing Education Opportunities
Monthly Subscription
$125 per month
Annual
Subscription
$1,200 per year
First Adopter Pricing -- Sign Up While It Lasts!
We respond to applications
within 24 hours.
The Creator
A note from Charesse Spiller…
Hey there! I’m Charesse Spiller, the creator of FinOps Co-op™. I founded FinOps Co-op™ because I found my Level Best consulting clients were facing a clear problem:
They were working with my team to uplevel their firm’s operation, but weren’t delegating management and ongoing improvement to their team.
Team members weren’t empowered to take ownership of the firm operations confidently, and continuing education in the space was nonexistent. Even if we helped a client set up their processes, procedures, and technology solutions, it was a challenge to maintain those systems in an ongoing capacity.
Enter: FinOps Co-op™.
After doing extensive research, I found that the financial planning industry only targets ongoing education and training to financial advisors, but not their operations team.
Most of the time, for small businesses, ops staff members may not have other colleagues in the same role, so it could be isolating to the individual. I find that people in a support role within a firm don't feel comfortable asking their boss for direction or struggle to find ways to contact others for help on projects. My goal is to have FinOps Co-op™ help to change the narrative.
Members get access to support, community, education, and so much more. But taking it even further, our community can help to raise the bar for the finserv industry as a whole. Together, we can make it clear that operations professionals are here to level up financial planning firms, create scalable systems, and act as industry leaders.
You have questions. I have answers.
The FAQs
What does your community calendar look like?
Monthly office hours, webinars, newsletters, mastermind groups
24/7 access to resource vault, forum, app
Quarterly content drops by Level Best
Who are the current members of this online community?
Operations professionals in the finserv industry (including B2B service providers)
Members of mid-large financial planning teams who are looking for continuing education and support
How is an online community different from a forum?
Our online community offers an all in one personalized platform. We offer connection with peers and colleagues through our member forum, a resource vault, ongoing educational content and support, and a user-friendly, highly-searchable platform to help you find what you need easily.
Why is this community not free?
FinOps Co-op™ includes high quality content by the Level Best team, best-in-field industry speakers, a dedicated platform for the community, a community manager always available to answer questions and assist members, and mastermind groups to facilitate peer-to-peer learning. To ensure the community runs seamlessly, we have to employ a team and pay for resources to continue improving. Our pricing covers these fees.
Are financial advisors welcome in this community?
At this time, we are only allowing advisors who are non-business-owners OR solopreneurs to apply for FinOps Co-op™. Advisors must have an operations role on their team alongside being a financial planner.
The Perfect Fit
Still not sure if FinOps Co-op™ is for you?
This online community is a perfect fit for you if…
You hold the following position in your firm:
COO
Practice Manager
Operations Managers
Director of Operations
Client Relationship Manager
You have the following job responsibilities (or are pursuing this role within your firm):
You regularly schedule integration checks to ensure you’re maximizing the use of each tool.
You audit your firm’s processes for inefficiencies.
You look for opportunities to automate and increase profitability and/or free up capacity for your team.
You maintain relationships with tech vendors and vet new outsourced solutions.
You meet with leadership regularly to provide updates and get feedback.
You document processes and standard operating procedures.
You act as the primary point of contact for your team when tech issues arise.
You train new team members on the firm’s tech stack and processes.
You monitor the client service calendar and ensure it’s being executed correctly.
Manage the firm’s technology, workflows, accountability charts, etc.