Optivise Advisory Services has built and refined a process that empowers you, the investment adviser, to achieve greater success.
With Optivise, you’re given the freedom to focus on the three elements essential to any thriving practice: Meeting Qualified Prospects, Managing Relationships, and Making Comprehensive Recommendations.
Connect with Optivise. We’ll help you get where you want to be.
Experience the Difference
We help financial services professionals be in business for themselves, not by themselves.
Introduction
Optivise Advisory Services was created by advisers, for advisers. Our proficiency across multiple areas of financial services gives us the ability to come alongside you as a true partner and help you work on your business while you work in your business. We believe financial advisers should be free to focus on The Three M’s: Meeting People, Managing Relationships, and Making Recommendations. The team at Optivise leverages experience, technology, automation, and teamwork to improve workflow systems, increase marketing presence, create solutions-based financial plans, provide air-tight compliance measures, and react to client needs in real time.
We help financial advisers be productive, not just busy.
We believe financial advisers should be free to focus on The Three M’s: Meeting People, Managing Relationships, and Making Recommendations.
Culture
Our culture is centered around you and focuses on giving you back more of your time. Time to deepen current client relationships and develop new ones based on strategic marketing and trusted advice, not simply a numbers game. Time to create personalized roadmaps designed to secure your client’s financial future as a planner, not just a salesperson. Time to focus on results more than you do the process, because the process is our specialty. As an adviser, we know that if you’ve been in the business for any length of time you’ve probably heard all of this before. You’ve been told what people will do for you so you can do for others. You’ve been courted by firms large and small and promised any number of things…can’t-miss marketing campaigns and technology that will change your business, among them.
So, what makes Optivise Advisory Services different?
The short answer is people and experience.
Experience
With over a century of combined experience in financial planning, marketing, case design and analysis, legal, accounting, and compliance, Optivise Advisory Services covers all the bases. Our knowledge and experience across multiple areas of practice management helps Optivise create an environment in which you will succeed based on your goals, not ours.
We are collaborators. We work with you to cultivate ideas based not on templates, but on specific needs and desires present in your business and life.
We are experienced in leveraging technology for the benefit of advisers, but it’s technology with a pulse…we are high tech and high touch.
We recognize your clients are more than data points and names on a piece of paper, and its experience that tells us THEY are the ones who will ultimately benefit from your partnership with Optivise Advisory Services.
And that’s good for everyone.
Experience the Efficiency
OPERATIONS & ADVISER RELATIONS
When you join Optivise Advisory Services, our Operations & Adviser Relations teams become your teams. Optivise provides exceptional back-office support and a whole lot more. We will assist you in setting and achieving goals to expand your practice, help you open up new opportunities, and be that outside voice when you need another perspective. We are responsive, knowledgeable, personal, active listeners and, perhaps above all, passionately enthusiastic in our pursuit of excellence in serving professionals in the financial industry. No matter where you are on the journey to success, Optivise meets you there with support services designed specifically for you…to help get you where you want to be. It’s not about us, it’s about you.
We help you be in business for yourself, not by yourself.
I believe that you can get everything in life you want if you will just help enough other people get what they want.
Practice Management Tools
Capture Important Client Information.
Efficient Compliance Turnaround.
Advanced Risk Assessment.
Managing a successful financial planning practice is a constant challenge, even for the most resilient and hardest-working advisers.
But success isn’t about working harder, it’s about working SMARTER.
LifeArcPlan™ serves both ADVISER and CLIENT with:
Enhanced Communication
Complete and Accurate Information
Heightened Compliance Measures
Behavioral Finance Insights
Secure 24/7 Access in the Cloud
marketing
Our marketing staff goes beyond generic campaigns and strategies that all too often get lost in the noise of the same thing everyone else is doing. We match your passions with your practice to uniquely position you in the marketplace and help you find your business sweet spot. We work with you on websites, social media marketing, print materials, copywriting and other marketing activities which, when paired with our background in radio, podcast, and video production, gives your practice voice and clarity over the usual din of marketing clutter. Remember, you’re not selling widgets; you’re selling yourself. You’re communicating a story. People do business with those they know, like, and trust, and telling your story across multiple marketing platforms is just one of the ways we help you stand out, rise above, and attract qualified clients for life.
Marketing is no longer about the stuff that you make, but about the stories you tell.
No matter how brilliant your mind or strategy, if you’re playing a solo game, you’ll always lose out to a team.
ADVANCED CASE PLANNING & DESIGN
The advanced planning team at Optivise consists of professionals with a wealth of experience in comprehensive case design, complex trust & estate planning, charitable giving plans, identifying tax advantages, and incorporating appropriate legal strategies into a financial plan. While creating these plans for your clients is a critical part of your practice, the time, research, and preparation required to produce them more often than not takes you away from activities necessary to develop new relationships and grow your business. But it doesn’t have to be this way. Our wholistic and collaborative approach to case planning considers the tax, legal, and regulatory environment in which they are created to design and deliver sustainable, legacy-building solutions for your clients. We’re not suggesting you can’t do this, just asking if you should, especially when there are more efficient options.
Leadership with Experience
Our seasoned leadership is laser-focused on providing you best in class money management, both strategic and tactical, practice development, and helping advisers reach new heights, both personally and professionally. Navigating the ever-changing investment services landscape, integrating technology platforms for practice efficiency, competing with computer-based trading, and incorporating behavioral finance are just a few factors that require leadership in any investment advisory firm. Optivise provides guidance, direction, recommendations, and support for advisers based not on theory, but real-life experience born out of decades of service to clients, the design and implementation of forward-thinking ideas, and expertise across multiple disciplines…all with a personal approach uncommon in the financial services industry. Lastly, the leadership team at Optivise are active learners, never satisfied with the status quo, and always looking for new and innovative ways to help you implement winning strategies into your practice.
Leadership is lifting a person’s vision to high sights, the raising of a person’s performance to a higher standard, the building of a personality beyond its normal limitations.
Michael Wallin
Michael R. Wallin, a Certified Financial Planner™ Professional (CFP®), believes that all aspects of a client’s life must be considered when building an effective plan. Through a consultative approach with the client, Michael explores what is important to the client now and in the future. Having spent more than 20 years in case consultation, analysis, and design, Michael has extensive experience building financial plans designed to reach a client’s financial independence. Michael is a leader in the industry, serving on several boards, including the Middle Tennessee Chapter of the Financial Planning Association (FPA).
Allen Hargis
Allen Hargis, a Certified Public Accountant (CPA), Registered Income Consultant Professional (RICP), brings more than three decades of tax, income, and wealth accumulation experience to the team. As a retired Colonel of the Arkansas National Guard having served 36 years and leading a battalion of 700+ soldiers in the Iraqi War, Allen brings a calm demeanor and laser-focused discipline to the team.
Contact us
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