Who We Are
At Level Best, we empower financial advisors and teams by teaching them how to level up their operations.
We help firm owners take back their time by giving their teams the best practices they need to succeed.
Our Mission
We bring clarity to financial advisors and ops professionals on how they can scale their firms.
Through comprehensive operations consulting, we offer the peace of mind that comes with a streamlined business that runs like a well-oiled machine.
By The Numbers
2016
Year Founded
100+
Firms Served
30+
Speaking Engagements Attended
Vibe Check
Who We Serve
We serve financial advisors and operations professionals in the world of financial services who are ready to invest the time and energy into streamlining their business. Our clients are ready to look under the hood of their firm to better understand how to create a business that offers scalable advice without sacrificing their level of service. They know the value of expertise and are excited to engage in a collaborative process with our team. Together, we help them enhance their services, grow their practice, and level up.
A note: We recommend that clients focus on one area of their business at a time. Tackling marketing, sales, goal setting, and operations at once is often too overwhelming. If you plan to go through our services, we recommend taking this time to exclusively focus on leveling up your operation. We provide best practices and next steps after our time together concludes.
Let’s Get Specific
Level Best clients come from all walks of life but generally fall into three primary categories:
The Career Changer
Level Best often collaborates with relatively new financial advisors who have prior experience running a business, or building a book of clients. Tax professionals, estate planners, or CFP®s who have left their current firm to launch a new RIA value our expertise, and are ready to hit the ground running quickly.
The Seasoned Solopreneur
Our Operations Assessment package helps solo financial advisors and lifestyle practices put the right systems in place to scale painlessly and serve clients well. They have under $1 million of recurring revenue, or at least 50 households served annually, and have been in business for at least 3 years.
Operations Assessment clients are ready to make a change in their firm and are open to collaborative feedback from our consulting team.
The RIA
Starting with our Operations Assessment package, and moving to our Signature Outsourced Operations Services (Done For You) package, RIAs with a dedicated operations team typically spend 6 months working with our firm. We clarify their goals, develop unique best practices that meet their needs, create scalable systems, implement technology recommendations, and more. Our larger RIA clients generally have up to 25 team members, a dedicated operations professional or team, and at least $5 million of recurring revenue.
