Welcome to

Elevating Operators. Empowering Growth.
Running an RIA takes work – let us help you get access to the collaborative community, education, and training you need to thrive.
Revolutionizing Your Role
As The Operator at your firm, you carry a wide range of responsibilities, and your day-to-day work keeps your firm running smoothly. Yet, other priorities often take precedence over continuing your training or getting the tech and best practices you need to unlock your business’s next level of success.
FinOps Co-op® is here to help.
Our Mission
Our mission is to champion The Operators in the financial advisory industry, empowering them to streamline operations and fuel exponential growth. Members of FinOps Co-op® will revolutionize their own firm, while upleveling the industry’s standard for exceptional operations nationwide.
Revolutionizing Your Role
In this all-inclusive platform, we’re providing:
Peer-to-Peer Learning.
Our discussion boards and member circle events represent a thriving, collaborative community. Join like-minded peers to solve problems, address pain points, and get a fresh perspective.
Access to Industry Experts and Continuing Education.
We offer live trainings featuring specialists across multiple disciplines – you’ll get access to a wide range of education, templates, and ideas, all in one place.
On-Demand Trainings & Templates Library.
All past expert webinars and the templates and trainings they’ve provided are available on-demand in our content library for answers to your most pressing ops pain points.
Professional Development.
Grow your role as The Operator in your firm, and advance your know-how in the finops space.
And we’re just getting started.
Sample Community Calendar
2024 FinOps Co-op Calendar
- Overall Topic: Streamlining Processes
- Webinar Wednesday: Attract & Retain Talent, Starting with an Internship
- Webinar Wednesday: Navigating Roles & Responsibilities in RIA Operations
- Webinar Wednesday: The Communication Code
- Member Circle: Effective Strategies for Streamlining Post-Meeting Operations in Your Firm
- Member Circle: Streamlining Your Client Journey
- Webinar Wednesday: Becoming A Connection Catalyst: Strategies for Building and Leveraging a Powerful Network!
- Member Circle: Streamlining Your Client Journey (PART 2) - Best Practices for TECHNOLOGY
- Webinar Wednesday: Automation: What it takes to build efficiency through tech
- Monthly Member Circle: Operations Mastermind Group
- Webinar Wednesday: Mastering Meeting Notes: Strategies for effective and efficient note-taking using AI and other tools
- Monthly Member Circle: Re-Imagining Workflows with HUBLY and More
- Webinar Wednesday: The Real Deal: Understanding and Showing Your Value in Operations
- Monthly Leadership Mastermind: Project Insights and Solutions (met 3 times)
- Mastering HR Essentials: Leveraging Systems for a People-Centric Workplace
- Monthly Mastermind Group: Operations Roundtable (Topic of Discussion: Holiday Planning)
- Webinar Wednesday: Unleash Your Genius by Playing to Your Instinctive Strengths
- Monthly Mastermind Group: Operations Roundtable (Topic of Discussion: QCD’s)
- Webinar Wednesday | RIA Roadmap to SEC Exams: Navigating the Process with Confidence
- Monthly Mastermind Group: Operations Roundtable (Topic of Discussion: End of Year Processes)
- Webinar Wednesday: Common Attack Vectors & How to Secure Against Them
EACH MONTH:
- Webinar from an industry leader (includes replay)
- Member Circle discussion hosted by a member (includes replay)
- At least one new Template to incorporate in your workflows
- Countless great discussions/Q & A opportunities
What Members Are Saying
Kaitlyn Hartman
FPQP®
As an Operations Professional at Integrated Wealth Management, LLC, my journey with FinOps Co-op has been transformative. Due to the size of our firm, I initially struggled with limited opportunities for collaboration and staying updated on industry advancements. Joining FinOps Co-op changed everything.
The community became my go-to resource for insights and strategies. What I appreciate most is the ability to engage with fellow members, bouncing ideas off each other and gaining fresh perspectives. Through this interaction, I’ve been able to implement new strategies that have streamlined our workflows and processes.
I’d highly recommend FinOps Co-op to anyone looking to expand their network and gain insights into what’s working in the industry. It’s been a fantastic resource for me, and I’m grateful for the opportunity to be part of it.
Jeff Rutter
Chief Compliance Officer,
I joined FinOps Co-op without facing any specific issues, but being part of this community has been instrumental in navigating the ever-changing landscape of financial planning and technology innovations. The feature I appreciate most about my membership is the weekly webinars. They offer great content along with excellent discussion and networking opportunities.
Since joining, I have continued to learn new and effective ways to communicate with clients and coworkers. Our firm’s processes have become more efficient as a result.
I would recommend FinOps Co-op to any young, up-and-coming member of a small financial planning firm who is exploring opportunities in non-advisor roles. The Co-op provides a safe place to ask questions and gain knowledge.
Gretchen R. Eames
Director of Operations
Before joining the FinOps Co-op, our firm faced the challenge of navigating the complex and varied needs of our clients with equally complex systems. I was looking for open-ended, collaborative brainstorming that was more nuanced than “Product A” or “Workflow B”; I wanted to really grapple with challenges where a checklist isn’t enough.
What sets FinOps Co-op apart for me is it offers multiple ways to brainstorm with or pose questions to others in the community, so we get the benefit of varying perspectives along with industry-specific expertise.
Having a particular space that supports operational thinking has helped me explore more creative solutions for my team. If I ask “X, but what then?”, I’m looking for more possibilities than “Y.” Co-op members will jump in with “H” or “7” or “purple.” There are plenty of canned solutions out there, but I want to find the best solutions for my team’s particular needs, and the creativity around me helps me do that better.
I highly recommend FinOps Co-op to anyone who tends to find themselves fixing things and defining processes around them, even if they’re technically in a different role. There’s a strong impulse to learn, improve, and create efficiency around us. Anyone who identifies with this impulse, or who is curious about building systems and processes, will find valuable ideas.
Isabel Leong
Director of Operations
Being part of Fin-Ops Co-op has allowed me to make great connections and grow professionally. Charesse Spiller and her team have provided terrific learning opportunities and created a space to seek and give advice and support within our industry. Any financial operations professional who is interested in peer to peer connection and advancing their career would benefit from joining!
Unmatched Value
- Resource Vault
- Webinars from industry leaders
- Online Forum
- Webinar Replays
- Office Hour Replays
- Continuing Education Opportunities
Value — $3,260
First Adopter Pricing — Sign Up While It Lasts!
We respond to applications within 24 hours.