Beyond RIAs.
Palivon is built around independent RIAs, and that is where my experience runs deepest. The problems are not unique to advisers, though.
Different licenses. Familiar operations.
Law practices, accounting firms and insurance agencies are examples, not the limits of the firms I can work with. Professional services firms across many fields share a familiar pattern: a small team, a stack of tools that were never introduced to each other, records that have to be findable years later, and an owner who is also the operations department.
A small team
Tools never introduced to each other
Records that must be findable years later
An owner who is also operations
Problems worth a conversation.
These are illustrative problems common to each kind of firm, not a list of past clients. My client experience is in the RIA space.
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Law practices
Intake, conflict checks, matter files and time entry living in separate tools, with the same client details typed in several places.
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Accounting firms
Document collection, engagement letters and deadline tracking that depend on one person remembering where everything is.
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Insurance agencies
Policy records, renewals and client communication spread across a management system, inboxes and spreadsheets.
For those firms, the same engagements apply.
Surveyor
Reviews one or more areas of the firm and reports what to fix first.
Expedition
Carries a defined project through to completion.
Navigator
Keeps the operation running well on a monthly retainer.
Website Build & Management
Gives the firm a site it owns, built from its own content, with hosting and upkeep handled.
Cartographer, by conversation
Cartographer is designed around how an advisory firm plans its year, so for firms outside the RIA space it starts with a conversation about whether it fits. Read about Cartographer.
If your firm is not an RIA and this sounds familiar, the discovery call works the same way: thirty to forty-five minutes, no cost, no obligation.