From advisor to owner.
Standop pairs one on one coaching with analyst-built model portfolios and client-ready materials. The tools take the investment process off your plate. The coaching helps you build a practice that scales beyond you.
The work that fills your week is not the work that grows your firm.
Most independent advisors spend their best hours building portfolios, monitoring markets, and preparing for meetings. The business side waits.
Standop was built for that moment. A repeatable process gives you access to structured model portfolios that you can adapt to each client's needs. Coaching helps you run your practice like a company, with a plan for capacity, growth, and value.
You stay in control of the advice. You get back the time to own the business.
3 things that will transform your business.
Coaching
Work with coaches who help advisors make the shift from practitioner to practice owner. Set a growth plan, build repeatable habits, and stay accountable to the business, not just the book.
Model portfolios
Structured portfolio comparison tools, built using an analyst-informed methodology. A disciplined framework you can use without the weekly grind of building and maintaining every comparison yourself.
Client-ready materials
Side by side portfolio comparisons and fact sheets that make your recommendation easy to understand and easy to say yes to, for clients and prospects alike.
Advisors who made the shift.
"In the last three months I have increased my AUM by $1.5 million with zero ad spend. A $400,000 client came from a single portfolio comparison."
"Having a structured comparison tool built on a disciplined methodology gives me confidence in front of clients, and it frees me to focus on financial planning and relationships."
"Standop helped me get out of the investment process and back in front of clients. That was my biggest struggle before the program."
Individual advisor experiences and results vary. Testimonials are not a guarantee of future results.
Own the business behind your advice.
See where your practice stands today, and where coaching and a stronger investment process could take it.
No obligation. Just a clearer view of where your practice stands.