Drowning in admin
You're paying senior advisors $70K–$150K a year to spend 40–60% of their week on proposals, onboarding, compliance docs, and client comms. That's not advice. That's expensive admin, and it's capping your growth.
For Financial Advisory Firms Earning $1M–$5M/Year
I guarantee your firm at least 30 to 50% more revenue and 30+ hours a week back in 90 days, or you don't pay.
Your senior advisors are losing 30–40 hours a week to proposals, onboarding, compliance docs, and client admin. I embed with your team for 90 days and rebuild those workflows so that time comes back and converts into new clients. No new hires.
Proof the mechanism works
Advisory firms are already documenting this, publicly.
Refresh Wealth, led by advisor Chris Arnold, rebuilt its client discovery and onboarding workflow and cut that time by 20%. Across the industry, advisory firms automating their repetitive workflows are reclaiming 500+ hours a year, enough to serve roughly 20 more clients, and pushing that freed capacity straight into prospecting and growth.
20%Faster client onboarding (Refresh Wealth)
10+Hours/week freed per advisor
500+Hours/year reclaimed by automating workflows
20+More clients served per year with that capacity
Sources: Zocks · Hartford Funds
Rebuild the time sinks. Free the capacity. Capacity converts to revenue.
The Reality
Your best advisors are doing $20-an-hour work.
Hiring won't fix it
Adding headcount is slow (6–12 months), expensive ($70K–$150K+), and risky. And a new hire just inherits the same broken workflows. You don't have a people problem. You have a process problem.
Leaving $500K–$1M on the table
A $1M–$5M firm with maxed-out advisors is turning away or under-serving clients. Unlocking just 20–40% more capacity is $500K–$1M+ in revenue you simply can't reach right now.
How It Works
I rebuild the workflows eating your advisors' week.
Concrete, measured rebuilds, not slide decks. Here's what we typically cut:
- Proposals & IPS drafting
3 hours20 minutes - Client onboarding
4 hours45 minutes - Compliance & review documents
8 hours1 hour - Client status & comms requests80% fewer manual touches
- Past-client reactivation (bonus)20–30% of new pipeline
Built on tools you already pay for. No code your team has to maintain. You own all of it after 90 days.
The 90 Days
How the engagement runs.
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01
Days 1–14
Audit & ROI Model
A full audit, a time-and-motion study of where your advisors' hours actually go, a prioritized roadmap, and a custom ROI model. No generic assessment.
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02
Days 15–75
Rebuild & Integrate
I rebuild your highest-leverage workflows and wire them into your existing stack: CRM, planning tools, comms. Every workflow tested against real cases.
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03
Days 76–90
Train & Hand Over
I train your team and your internal champions, document everything, and hand over full ownership, plus 30 days of post-handover monitoring.
The Engagement
What's included in the build.
A 90-day embedded engagement, led start to finish by me. Here's what you get.
- 90-day embedded engagement, led by me
- Full audit, time-and-motion study, and custom ROI model
- Your highest-leverage workflows rebuilt end to end
- Full team training and process documentation
- A documented knowledge hub and trained champions on your team
- Weekly 30-min check-ins, plus unlimited Slack and email support
- 30 days of post-handover monitoring
- You own everything, no ongoing dependency
The Guarantee
Miss either target, full refund. No questions.
I guarantee both, within 90 days:
30 to 50% more revenue and 30+ hours a week freed
- Hit both targetsPay in full
- Hit one50% refund
- Hit neither100% refund
How I measure: revenue = new revenue signed in 90 days (new clients × your average client value), targeted at a 30 to 50% lift over your current run-rate. Time = weekly tracking + team surveys at day 30 / 60 / 90.
What you commit to: complete the audit, actually implement what I build, and keep 80% utilization. I can free the capacity, but you have to use it. No implementation on your end voids the guarantee.
I eat the risk. You only pay if I deliver.
The Comparison
Why not just build it yourself?
You could. The real question is what waiting costs you.
Spend the next 6 months learning
3 to 6 months learning the tooling. 200–400 hours of your own senior time before you ship a single workflow. And what you ship is version 1. I've already shipped versions 5, 6, 7.
What it really costs
- Opportunity cost. Every hour you spend learning the tooling is an hour not in front of a client or a prospect.
- Competitive cost. While you're learning, the advisory firms that moved already shipped, and they're signing the clients you wanted.
- No guarantee. Six months later it might not even work, and you're exactly where you started.
Same result in 90 days, not 6 months
I've already solved this.
Week 1 I map your stack. Weeks 2–8 I rebuild your highest-leverage workflows. Weeks 9–12 I train your team and hand over ownership. You get the result this quarter, with a guarantee on the other side.
- Hit both metricsPay in full
- Hit one50% refund
- Hit neitherFull refund
The math: you invest with me now, or you invest your own time later, and DIY costs 3 to 6× more once you price your hours. The firms that move in 2026 take the market. The ones that wait explain why they didn't.
Fit
Built for a specific firm.
- Financial advisory firms doing $1M–$5M a year
- 30–50 team members
- High-value clients ($30K+ per engagement or $50K+ LTV)
- Senior advisors spending 40%+ of their time on operational work
- Existing demand or an active pipeline (scope is operational capacity, not lead gen)
- Willing to actually use what I rebuild (80% utilization)
Not a fit: solo advisors, firms with no pipeline, or anyone looking for lead generation.
Head of Growth, Amplify
About
My name is Serafino.
I run delivery at Amplify. I'm the one rebuilding your workflows.
I spent 5+ years building and operating SaaS and B2B companies. I came up on the operator side and learned to fix the exact bottlenecks I was hitting. I speak ROI, capacity, and P&L.
Unlike consultants who hand you a deck, I rebuild. You get working systems that generate revenue from day one, and you own them.
Frequently Asked Questions
Questions, answered.
How is this different from just hiring someone?
A hire is slow (6–12 months), expensive ($70K–$150K+), risky, and inherits the same broken workflows. I fix the process itself in 90 days, and your existing team gets their hours back without you adding a single salary.
How is this different from a consultant?
Consultants hand you a strategy deck and recommendations. I hand you rebuilt, working workflows wired into your stack, and a guarantee on the revenue and time they produce. You own everything at the end.
We've tried tools like this before. Why is this different?
Point tools fail because they don't understand your firm's actual workflows and don't talk to each other. I rebuild your specific processes (proposals, onboarding, compliance) and integrate them into the tools you already use.
How does the guarantee actually work?
It's dual-metric: at least 30 to 50% more revenue AND 30+ hours a week freed, within 90 days. Hit both, you pay in full. Hit one, 50% refund. Hit neither, 100% refund. The only requirement is that you actually implement what I build and keep 80% utilization.
What happens after the 90 days?
You own every workflow, with full documentation and trained champions on your team. No dependency on me. Most firms keep me on an optional retainer because I keep finding new opportunities, but that's entirely your call.
Still have a question? Ask me on the audit call.
Let's Talk
Book your free revenue audit.
30 minutes. I'll map where your advisors' hours are going, calculate exactly how much revenue your capacity gap is costing you, and tell you straight whether I can help.
Dual-metric guarantee included