Grow your business.
Get your time back.
You didn't build your wealth management practice to spend your days managing workflows, chasing tasks, and putting out fires. It's time to focus on what you do best.
Experienced operational leadership. Without a full time executive.Your business is growing.
But so are the demands on your time.
You're the advisor, the leader, the problem solver, and sometimes the person making sure every little thing gets done. You need someone who can help build the infrastructure to support the business you're becoming.
Everything runs through you
Your team depends on you for decisions, direction, and follow through.
Your systems aren't keeping up
Processes are inconsistent, and valuable time is lost to inefficiencies.
You're ready for the next level
You have the vision for growth but need operational leadership to execute it.
A decade of building the operations behind successful financial firms.
For more than ten years, Hanna Kappes has worked as a business consultant and Chief Operating Officer in the financial industry, helping firms turn ambitious vision into the systems, teams, and daily discipline that make growth sustainable.
Hanna's career in corporate finance spans sales, marketing, and operations. She has made a name for herself by helping businesses work through their toughest challenges, combining sharp business development instincts with a talent for simplifying how an organization runs. The result: financial firms that are more profitable, more productive, and far less dependent on the person at the top.
Hanna is also a certified business coach. She works with financial advisors and their teams around the world, helping them become more efficient, more profitable, and better aligned on where the business is headed.
- Rooted in a family business
Raised on a Tennessee tobacco and cattle farm alongside three older brothers, Hanna learned early what it takes to run an operation where every day and every detail counts.
- Leadership, learned on the field
As a college athlete and later a head coach of domestic and international teams, she built the leadership, management, and relationship skills she uses today, along with the belief that great results start with shared goals and a clear game plan.
- COO & consultant to financial firms
For more than a decade she has led operations and advised financial businesses, streamlining workflows, sharpening accountability, and building infrastructure that scales.
- Certified business coach, worldwide
Today she coaches financial advisors and their teams around the world, helping them become more efficient and more profitable by building practices that run as well as they serve clients.
Clear direction for your team. Systems that scale. And your time back, so you can focus on clients and growth.
Executive level support.
Built around your practice.
Our Fractional COO service provides operational leadership, structure, and accountability for the areas keeping you from reaching your full potential.
Team Accountability
Clear roles, effective meetings, delegation, and ownership.
Operational Workflows
Consistent processes for onboarding, reviews, and service requests.
Client Service Excellence
Client segmentation, service calendars, and proactive touchpoints.
Growth & Capacity
Business planning, staffing structure, and scalable systems.
CRM & Efficiency
Better use of existing systems, automation, and approved AI tools.
Ongoing Oversight
Leadership meetings, progress tracking, and implementation guidance.
A clear path to a stronger practice.
Discover & Assess
Review your team, workflows, technology, and operational opportunities. Set priorities.
Build & Implement
Put practical systems, responsibilities, and accountability in place.
Refine & Scale
Measure progress, improve efficiencies, and establish your next priorities.
Invest in the business
you want to build.
Strategic operational leadership without the expense of a full time executive.
$5,000 / month
Initial six month engagement
- Dedicated operational leadership
- Two monthly strategic leadership meetings
- Two monthly team accountability meetings
- Workflow and process improvement
- Monthly operational scorecard
- Up to 12 hours of monthly support
Scope and deliverables tailored to your firm's priorities and compliance requirements.
Good questions deserve clear answers.
How is a Fractional COO different from an office manager?
An office manager handles daily administration. A Fractional COO focuses on operational leadership, team accountability, systems, capacity, and strategic execution.
Will you work with my existing team?
Yes. The service strengthens your current team by clarifying responsibilities, improving communication, and creating accountability.
Do I need to change my CRM or technology?
Not necessarily. We begin by reviewing existing tools and finding opportunities to improve how they are used.
Why is there a six month commitment?
Meaningful operational improvements take time. The initial engagement allows for assessment, implementation, measurement, and refinement.
Ready to get your time back?
Tell us a little about your practice and what you'd like to improve. Let's explore whether this partnership is a fit.