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How We Can Make It Better:

  • Determine structural employment needs

  • Write, review, and post job descriptions

  • Provide interview support

  • Compile hiring paperwork and offer letters

  • Review compliance steps

  • Prepare an employee handbook

  • Train new hires

  • Support them as they integrate so they feel motivated to grow

(and a whole lot more)

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Professional Woman Sitting

◆ CLIENT EXPERIENCE ◆ TECH STACK SETUP ◆ COMPANY CULTURE ◆ WORKFLOW SETUP ◆ HIRING ◆ ONBOARDING ◆ NEW HIRE TRAINING ◆ FIRM POLICIES ◆ COACHING ◆ COMPLIANCE ◆ EMPLOYEE PROCEDURES

◆ COACHING ◆ COMPLIANCE ◆ EMPLOYEE PROCEDURES ◆ CLIENT EXPERIENCE ◆ TECH STACK SETUP ◆ COMPANY CULTURE ◆ WORKFLOW SETUP ◆ HIRING ◆ ONBOARDING ◆ NEW HIRE TRAINING ◆ FIRM POLICIES

Take Your RIA Higher

The thinking partner your advisory firm needs to grow, streamline, and reach new heights.

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Woman at Work

And so much more.
Because real business is fluid.

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Béla S. Robbins

founder of Theorē

A Founder with [deep] RIA roots.

Béla's been around the financial block. Big time financial firms. Compliance consulting. Operational management.

 

Until she finally found her calling: partnering with firm owners to take great firms to the next level.

Hiring is Hard.

Your firm is overloaded with clients and you're working insane hours.

 

Time to hire, right?

But finding (and retaining) Paraplanners, Client Service Associates, and other advisors is astoundingly time consuming, stressful, and confusing.

 

Wasn't this supposed to reduce your workload?

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The Co-CEO of my dreams.

Every interaction, every meeting, I feel decades of wisdom that makes my practice stronger. We have a genuine partnership and I know she truly has my best interests in mind.

Vera / Founder of Saltbox Financial

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Béla S. Robbins

founder of Theorē

A Founder with [deep] RIA roots.

Béla's been around the financial block. Big time financial firms. Tax consulting. Operational management.

 

Until she finally found her calling: partnering with firm owners to take great firms to the next level.

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Successful RIA? Right This Way.

We partner with ambitious financial firm owners looking to scale without headaches.

Our clients are typically focused on progressive and novel approaches to financial planning.

 

By improving operations, process development, and overall strategy, we remove barriers and facilitate pathways to transformation.

How can we help?

Rather than just listing 'services', our process involves listening, carefully. To discover, diagnose, and develop together across topics and challenges.

​

But if you do want the listing, well, take a look:

Hiring is Hard.

Your firm is overloaded with clients and you're working insane hours. Time to hire, right?

​

But finding (and retaining) paraplanners, support staff, and other advisors is astoundingly time consuming.

Working
Smarter.

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(if only there was a resource to:

Your firm is overloaded with clients and you're working insane hours. Time to hire, right?

​

But finding (and retaining) paraplanners, support staff, and other advisors is astoundingly time consuming.

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Let's level-up your firm [together].

If you have big ideas, tough challenges, or both, don't keep it a secret.

 

Schedule a conversation and let's take the first step.

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