In this episode of the Model FA Podcast, Tammy Lee joins David to discuss how she helps financial advisors scale their businesses as a fractional COO. Through her work, Tammy acts as the operations expert so advisors don't have to be. She rolls up her sleeves to get into the weeds with their staff. Tammy focuses on developing people and building capacity. She works closely with teams to streamline processes and custodian relationships.

By reallocating team members' time based on their strengths, Tammy helps firms increase engagement and productivity. She shares how coaching junior advisors is important for their career progression. Tammy also ensures a smooth transition when she finishes a project by finding a replacement.

This episode provides insight into Tammy's fractional COO services and how she helps advisors solve operational problems. You'll learn about the impact she makes unlocking hidden potential in workplaces. If you want to scale your RIA more efficiently, don't miss this look inside Tammy's consulting approach.

This week on The Model FA Podcast:

0:00:00 Introduction

0:01:30 Tammy Lee's background and journey to becoming a financial advisor

0:06:30 Starting her consulting business to help other advisors scale their businesses

0:11:03 How Tammy helps firms as an operations expert

0:13:29 Common problems Tammy encounters in firms

0:15:35 Empowering advisors and CEOs through coaching

0:17:30 Unlocking hidden potential with Adam Grant's book

0:19:58 Transitioning out of firms to help more people

0:21:34 Book recommendation: Hidden Potential by Adam Grant

0:23:06 Ensuring a smooth transition when leaving firms

0:26:02 Importance of coaching and developing junior advisors

0:28:45 Goal of helping as many firms as possible

Connect with Tammy:

• Website: https://www.riasie.com/

• LinkedIn: https://www.linkedin.com/in/tammy-lee-cfp%C2%AE-27b4432/

• Email: tammy@riasie.com
  
  

About the Model FA Podcast

The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.

Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered.

Our Team:

President of Model FA, David DeCelle

If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.

In this episode of the Model FA Podcast, David DeCelle is joined by Eric Stein to discuss the role of fractional CIOs in supporting financial advisors, and how it is different from traditional TAMP solutions. Eric highlights the importance of having a dedicated investment professional to help advisors navigate the ever-changing landscape of our industry. This episode emphasizes the importance of customized investment solutions and outsourcing investment management for financial advisors, highlighting the advantages of adding depth to a firm, providing more resources, and increasing client confidence.

This week on The Model FA Podcast:

Eric Stein's career path from college to asset management firm.

Career paths, subway experiences, and meeting business partner Mario Nardone.

Customized investment solutions for financial advisors.

Outsourcing investment management to a third-party CIO.

Investment management for smaller firms.

CMO and OSA roles for financial advisors.

Connect with Eric:

Website: https://www.eastbayis.com

Email: eric@eastbayis.com

About the Model FA Podcast

The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.

Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered.

Our Team:

President of Model FA, David DeCelle

If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.

Strap in Model FA’s, this is a powerful episode! Efficiency savant Libby Greiwe joins David to discuss productivity strategies for busy financial advisors. Libby shares tips for creating standard operating procedures, managing time through model weeks, and balancing business ownership with family responsibilities. She shares practical techniques for running advisory practices more efficiently while maintaining a sustainable work-life balance. This episode provides actionable takeaways advisors can implement immediately to save time and streamline their business operations.

This week on The Model FA Podcast:

[0:00-5:00] Introduction and background on Libby's journey from engineering to financial planning and building an efficient practice model.

[5:00-11:25] Discussion on balancing time spent growing a business with the quality of clients and relationships. Debating the importance of initial exposure versus long-term sustainability.

[11:25-18:00] Libby shares insights on balancing motherhood with business ownership, including assessing priorities and building structure for full presence in both roles.

[18:00-23:50] Top challenges for advisors like lack of standard operating procedures and time management. Libby emphasizes the importance of process documentation.

[23:50-28:30] Personalized productivity strategies including compartmentalizing days, avoiding distractions, and customizing schedules over time.

[28:30-34:10] Tips for creating margin in schedules, dedicating time to strategic thinking as a business owner instead of just working in the business.

[34:10-41:00] Importance of templatizing tasks to avoid duplication of work and examples of applying this to emails.

[41:00-46:45] Discussion of book "Built to Sell" and applying lessons to productize services for scalability and an exit strategy.

Connect with Libby:

Website: https://www.theefficientadvisor.com/

Email: efficientadvisor@gmail.com

About the Model FA Podcast

The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.

Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered.

Our Team:

President of Model FA, David DeCelle

If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.