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Scalable Operations for Financial Advisors

Run a polished practice without managing every detail behind the scenes

Schedule Your Reset

When operations lag, growth stalls.

It’s not one big issue.

It’s a dozen small ones that steal hours, create risk, and make growth feel heavier than it should:

  • CRM clutter
  • Follow-ups in inboxes
  • Inconsistent onboarding
  • Processes living in your head

You can’t scale a firm on memory and hustle.

You need operations you can trust.

overwhelmed financial advisor

When operations lag, growth stalls.

 

It’s not one big issue.

It’s a dozen small ones that steal hours, create risk,
and make growth feel heavier than it should:

                  • CRM clutter
                  • Follow-ups in inboxes
                  • Inconsistent onboarding
                  • Processes living in your head


You can’t scale a firm on memory and hustle.

You need operations you can trust.

Business Statistics

Grow with Thrifty

Calendly-Logo-700x394   zephyr-logo

 

6500 H

Sales Calls

100 +

Team members

3000 K

Global Revenue

relaxed financial advisor

Operational support built for how advisors actually work.

I don’t simply hand you a report.

I work alongside you to fix what’s broken, clean what’s messy, and build systems your firm can actually run on.

This is hands-on operational support focused on execution, follow-through, and building processes that hold up as your firm grows.

 

🚀 Start with the Brightline  Operations Reset  

 

Clarity.    Order.    Momentum. 

 

If your operations feel half-built or duct-taped together, the Operations Reset gives you a strong foundation without overwhelm.

This is a focused engagement where I:

  • Map how your business actually runs
  • Clean up core systems (CRM, scheduling, workflows)
  • Establish a clear operational rhythm
  • Document key processes so nothing lives only in your head
  • Identify what’s needed for sustainable growth

Some advisors stop here and walk away with a smoother, smarter business.

Others continue into ongoing support.

Either way, this reset puts you back in control.

 

<strong>Schedule Your Operations Reset</strong>

 Ongoing Support that Grows With You  

Once I complete your Operations Reset, I'll recommend the level of support that fits based on what your business actually needs.

 

Foundational Support

Consistency without constant oversight

  • Client meeting prep handled
  • Follow-ups completed reliably
  • CRM kept accurate and usable
  • Scheduling without back-and-forth
  • Paperwork ready before it’s needed
  • A weekly operational rhythm that keeps things moving
  • Best for advisors who want calm, consistency, and peace of mind without adding another hire.

Schedule Your Reset

Growth Partner

Operational strategy + execution

  • Everything in Foundational +
  • Polished, repeatable onboarding
  • Structured review cycles
  • Real-time pipeline visibility
  • Workflows aligned with how you actually operate
  • Light automations to remove friction
  • Processes documented outside your head
  • Ideal for growth-focused advisors who want a true operational partner.

Schedule Your Reset

Full Ops Ownership

End-to-end operational ownership

  • Everything in Growth +
  • Inbox and communication management
  • Systems that evolve as the firm grows
  • Vendor coordination and decisions handled
  • Automations maintained and optimized
  • SOPs that support future hires
  • Regular system audits and proactive improvements
  • Best for advisors focused on vision, growth, and client relationships.

Schedule Your Reset

Financial Planner

Mark Rosinski

Amy has been a huge help in my business. She is a good communicator, timely, accurate, and very kind.
Our first project together was to clean up my client data after I had gotten behind with growth this year. After completing the project, I quickly started seeing efficiencies in my prep for client work and she has taken that huge weight off my shoulders. She has come with additional ideas on how to further improve my CRM and I'm excited to continue to work with her.

Pricing

$
325

For when you only need a small task or project done.

Small Project

Up to 5 Hours
Good for 1 Month
Buy Now
Popular
$
1200

For those who only need a few hours of help per week.

Lite

Up to 20 Hours
Good for 1 Month
Buy Now
$
2200

For those who need more focused support.

Premium

Up to 40 Hours
Good for 1 Month
Buy Now
Why

Choose Brightline Support?

In addition to starting and growing a Virtual Assistant company for marketing agencies, I have over 25 years of administrative and operations experience in various small business industries, including manufacturing, real estate, accounting, marketing, SaaS, and more. I also have a BA in Business Administration and a Masters in Information Systems.

I know what it's like to have too much on your plate and the stress of not knowing how it will all get done. That's why I do what I do. I want to help take those administrative and operational tasks off your plate so you can focus on what you do best.

From managing your inbox and calendar to preparing for meetings and handling sensitive documents, my experience and attention to detail will allow you to focus on working on your business instead of in it. 

Amy Foley Headshot

 

How It Works

 

1

Start with the Operations Reset

A focused engagement to bring clarity and order.

2

I fix things in real time

No reports. Just practical, hands-on improvement

3

Continue or walk away stronger

Ongoing support is optional, never pressured.

This is for you if:

✅ You want clean systems that stay  clean

✅ You're ready to grow without chaos

✅ You don't want to manage an employee

✅ You value structure and follow-through

This is NOT for you if:

❌ You want someone to help with compliance or investment advice

❌  You prefer everything informal and undocumented

❌  You're only looking for reactive task work

Ready to make operations feel lighter?

Start with the Brightline Operations Reset.

You'll feel the difference right away and operate differently going forward.

 

Schedule Your Operations Reset