SCALE UP YOUR RIA
SIMPLIFY YOUR LIFE
Step away from your tedious to-do list and enjoy the reasons you started your business - freedom and flexibility.
let’s work together
Feeling stuck?
Can you relate to any of these common problems of successful RIA owners?
Low Value Tasks to Do
Frustrated Employees
Declining Health
Suffering Relationships
DON’T IGNORE THE WARNING SIGNS!
These problems will not go away on their own - it takes help from someone who has done it before.
About Me
I’m Lindsey Jury.
I help RIA owners get their lives back.
I was born with a passion for efficiency and turned it into my dream job. I can’t get through a day without seeing a system that needs improvement, and find so much joy in using my eye for detail to design dynamic and efficient processes. I'd love to help bring order to your business and make you some TIME with strategic improvements!
I work with RIA owners and company leaders to improve their operations and add value.
Lindsey Jury
Who can I help?
Start-up RIA Firms
Independent RIA Firms
Breakaway Investment Advisors
In my years of experience working with RIAs, I have collected several useful tools and tricks that will get your business running and set you free. Have questions? Set up a call!
Here’s how it works:
3 Simple Steps to Taking A Breath
A quick 20-minute call to evaluate your business and determine if we’re a good fit.
DESIGN A STRATEGY
We’ll identify the action plan that will get you where you want to be as soon as possible.
IMPLEMENT AND UNWIND
I will guide you through each step to turn the vision into reality and get your life back.
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Clever Girl Consulting LLC dba
SCALIFY My RIA