→ A FREE RESOURCE | WEALTH MANAGER’S CFO FRAMEWORK
The Financial Framework
For powering Wealth Management Firms
A financial framework for wealth management firms doing $150K–$5M in revenue.
The same framework we use for our clients.
When you give us your email, you get:
- The Wealth Manager’s CFO Framework with guidelines for hiring, cash, tax, and owner pay. We’ve created and use this with our Wealth Management clients. You receive an email with a link to the online version of the playbook and a link to the PDF version.
- Our monthly email, Advisor Insights, with practical tips and best practices.
→ WHAT TO EXPECT
Ten elements inside
One framework
Running a wealth management practice isn’t easy.
It’s even harder without a decision-making framework.
Here is everything we deploy for our clients – FOR FREE.
💰 The Profit Engine
Operating and normalized operating margin guides and benchmarks.
👥 Owner Pay
Pay yourself consistently without putting firm cash flow at risk.
👬 Team Pay
Align compensation with performance, capacity, and sustainable profitability.
☝️ Revenue Per Employee
Measure whether each team member supports healthy, scalable growth.
🚪 Hiring Gate
Know when the firm can afford its next hire and how to think through the decisions.
📒 Hiring System
Who to hire first, how to structure the role, and how to control risk.
💸 Tax System
Plan ahead to reduce surprises and keep more of what you earn.
💿 Software Costs
Identify unused tools and control technology spending before it compounds.
🖥️ Tech Stack
The tools for your Wealth Management OS, how they work and connect.
✔️ Checklist
A checklist to walk you through implementation.
Some of the
Immediate benefits
✅ Predictable cash flow – No more wondering what’s in the account. Know what’s coming in and going out every month.
✅ Safer hiring decisions – Replace finger-in-the-wind hiring with a financial framework. Know you’re actually ready before posting the role.
✅ Controlled taxes – Know your effective tax rate and prepare monthly. No more April surprise bills.
✅ Higher margins – With this kind of insight into your numbers, you will see things coming and be prepared. No more wasteful spending.
✅ Less financial stress – No more scrambling to put reports together. No more wondering.
Get the entire
framework – Free
Slip us your email and get the Framework playbook. Start using it right away.