At New Heights Solutions, we provide virtual assistance and practice management consulting to Registered Investment Advisor firms and Financial Planners.
Our mission is to work with you and your firm to maximize the efficiency of your business processes and technology.
What We Offer
Virtual Assistance
Our Virtual Assistant service ensures that you keep focused on growing your business. We help take the mundane, low-return tasks off your plate.
Practice Efficiency
Most advisors don’t spend time on documenting their business processes or making improvements to time-consuming workflows. We help our clients find more efficiency in their practice.
Technology Consulting
Not sure what CRM to use, or how to integrate your software solutions in the background? We help RIAs make efficient use out of their technology. We also help implement new tools that can help improve your workflows.
Truly a Great Experience
I have been working with Dan & Tracy of New Heights Solutions LLC since September 2017 and it has truly been a great experience. Dan & Tracy were one of the first hires I made for my firm, and as many new firm owners know, making the right early hires to your firm is difficult, nerve wracking, but also very important. I was in desperate need of administrative help and was also looking to document and formalize my firm’s operations processes. Dan & Tracy have extensive knowledge of the financial planning industry and the common software / systems that planners use. Because of this, they were able to come in and help from Day 1, which of course was extremely valuable not having to train a new employee on all of the systems.
I strongly recommend Dan & Tracy to any financial planners looking for administrative and operational support!
A Game-Changer
Discovering Dan Kellermeyer was pretty much a game-changer for The Art of Finance. Dan and New Heights Solutions bring the financial savvy you’d expect from a CFP, but without the requirement of a full-time hire. They’ve always been extremely quick, thorough, and flexible. And knowing that they can customize their service to my firm’s approach, style, and language has been amazing. They’re a powerful hack for the small-but-growing RIA!
Building Workflows
Dan has been incredibly helpful with systematizing my new client onboarding procedures. Between all of my software and transferring accounts, there seems like a million things that need to be done. Dan helped me build out workflows and sub-workflows in my CRM to ensure everything is completed in a consistent and timely manner. I feel so much relief in having everything in the CRM with different steps for Dan and me to complete instead of it all swirling around in my head.
Let's Get Started
If you're interested in learning more about our services, book your free, 30-minute consultation with us today!
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