Why We’re Doing This
Too many support models add noise instead of clarity. We’re building something different — a structured backend execution model designed to bring order and efficiency to solo and small advisory firms.
As part of our relaunch, we’re gathering advisor insights before we go live. Your feedback will directly influence what gets built.
What You’ll Get
Early Access
Be among the first to use the new backend support model.
Private Service Credits
Receive credits toward operations and paraplanning support once we launch.
Priority Onboarding
Get dedicated priority when services go live.
Pilot Sessions
Join private calls to guide product development directly.
Who This Is For
Solo and Small Firms
Independent advisors or boutique teams of up to 30 people.
Operations-Focused
Advisors who have experienced backend bottlenecks firsthand.
Feedback Willing
Owners open to giving honest insights to shape the future model.
Growth-Minded
Firms that believe in structure and long-term operational excellence.
Fill the Form to Request Your Invite
Or send an email to info@thecollabhub.co