Reactive to Proactive Operations
Operational Optimizer for Financial Advisors
Clear service calendar.
Repeatable workflows.
Stronger client relationships.
Your firm runs on systems, not memory.
Great advisors, held back by reactive operations
Tasks fall through the cracks.
Admin work eats your best hours.
Clients dictate the rhythm of the relationship.
And every new household adds more to remember.
Reactive Firm
X Constantly putting out fires
X Tasks and follow-ups falling through cracks
X Clients dictating the relationship
X Every process reinvented on the fly
X Growth adds chaos
Proactive Firm
✔ Proactive annual service calendar
✔ Workflows that do the remembering
✔ You set the rhythm with coordinated value
✔ Repeatable processes for every key activity
✔ Growth adds capacity
Built for the advisor who is…
Drowning — Putting out fires, buried in administrative tasks, always feeling behind.
Building — Differentiating a practice around a specific clientele, pain point, or mindset.
Optimizing — Organized today — ready to become streamlined and efficient.
Who We Serve
The Operations Bootcamp
5 steps, 1 focus at a time
Understanding Your Firm & Ideal Client Profile
Service Calendar and Annual Rhythm
Craft Key Workflows & Client Deliverables
Systematize Key Workflows & Client Deliverables
Test & Refine
Tech Forward Financial Advisor Newsletter
One practical idea a month for running a proactive practice
Service calendars, workflows, and the technology worth your time, written by a former advisor for advisors. One email a month.
Where does your practice stand today?
A short diagnostic covering your ideal client, current firm structure and operations, and what success looks like to you.
It is the first step of every engagement — and it is free.
Frequently Asked Questions
Everything you need to know about working with reframeRIA
For Financial Advisors
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reframeRIA helps independent financial advisors move from reactive to proactive operations by building an ideal client profile, an annual service calendar, and repeatable workflows. The result is a practice that runs on systems, not memory.
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reframeRIA works with independent financial advisors and RIA teams. Most clients are drowning in admin work, building a practice around a specific niche, or organized and ready to streamline.
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The Operations Bootcamp is a five-month engagement that rebuilds how an advisory practice runs, one focus at a time: ideal client, service calendar, workflow design, workflow build, and testing with real households. It includes two one-hour live sessions per month, with reframeRIA drafting and supporting implementation in between.
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The Operations Bootcamp is $10,000, Coaching and Hands-On Ideation is $1,500 per month, and Collaboration Sessions are $300 per session. Pricing is listed openly on the Ways to Work Together page.
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Coaching and Hands-On Ideation covers one or two targeted priorities, such as a service calendar or onboarding workflow. Collaboration Sessions are a single working hour with no ongoing commitment.
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The Health Check is a free, short diagnostic that scores your practice on target client clarity, technology, workflows, and growth readiness. It is the first step of every engagement, and you get your results whether or not you work with reframeRIA.
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No. reframeRIA is vendor-neutral and we meet advisors where they are at. We help build workflows in the CRM and tools you already use, including Redtail, Wealthbox, and others. If a switch makes sense, we compare options with you.
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Plan on two one-hour sessions per month plus one to two hours of review between sessions. reframeRIA does the first drafts so your time goes to decisions, not documents.
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Most advisors continue with Coaching for ongoing support for further team implementation and refining operations. Some run independently with the system they built.
For WealthTech Companies
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reframeRIA provides fractional product management for companies that build software for financial advisors. Ryan Dau brings experience as a software product manager and a financial advisor, plus weekly time inside advisory practices.
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A Fractional Product Manager is an embedded, part-time product leader who owns the backlog, runs sprint planning, and leads roadmap conversations. reframeRIA's Fractional Product Manager offer is about 10 hours per week for $6,000 per month.
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Fractional Product Manager is a hands-on product leader at about 10 hours per week. Set the Tone is about 5 hours per week for $3,000 per month, focused on a weekly rhythm, sprint discipline, and positioning for founders who still own the product.
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Month one reviews your product, users, and backlog; month two starts two-week sprints; month three uses usage data and advisor feedback to set the next quarter's roadmap. From month four, a shared monthly scorecard tracks progress.
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Advisors want less friction, not necessarily more features. An advisor's perspective helps you prioritize what firms will actually adopt and say no to what they will not.
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Yes. A Consultation is one hour for $300, with follow-up notes, for one specific decision such as pricing or feature priority.
About Us
Ryan Dau
CEOAir Force Academy graduate, veteran, and MBA with experience across wealth management as a financial advisor, program management within the Air Force, and software product development. Operations builder helping RIAs run on systems, not memory.
Contact Us
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We can’t wait to hear from you!