mnia
perations
We help Financial Advisors achieve their entrepreneurial dream of building a successful Independent practice by providing the full-service operations support that will grow with them.
What We Do
01
Transition Assistance
Providing a step-by-step framework for transition from your Captive Agency into a true Independent Agency.
02
Operations Support
Back-office and compliance support so you can focus on the 'fun stuff'.
03
Client management
Personalized one-on-one, in-house admin support for each of your clients. We sweat the 'small stuff' so you don't have to.
Why it Matters
While you are growing your business into an asset that can be sold one day, we are building the solid foundation from which your business can thrive.
Compliance
Client Relationships
Building your Business
Our Competencies
"Operations Support is our expertise. We'll take care of it, so you can focus on yours."
- Shannon Stark, CEO
Let's work together.
614-446-6483