Where advisors build amazing human experiences

Talent and Client Experience Solutions for Registered Investment Advisors

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Optimize Your People, Processes, and Tech Stack With Ease

Your hassle-free, plug-and-play talent solution. Gain a team of recruiters, managers, support staff, and specialists within days—no systems or technical training required.


Your Simple Solution for Complex Needs

Virtual Assistance

Dedicated hourly implementation support for your biggest digital marketing, client servicing, and financial planning needs

Collective Coaching

An extension of our virtual assistance service, you will be placed in a Nifty-led collective coaching group with other Nifty Advisors facing similar business challenges

On-Demand Recruiting

Gain instant peace-of-mind with fractional recruiting when hiring and talent demands appear when you least expect it

How Does the Human Experience Affect RIAs?

Understanding the human experience is crucial for financial advisors because it directly impacts team dynamics, client relationships, and overall business success.

When advisors overlook the human aspect, it can lead to disengaged teams, dissatisfied clients, and missed growth opportunities. Virtual assistance and fractional recruiting address this by providing skilled professionals who enhance team cohesion and client engagement without the burden of full-time hires. Our flexible solution ensures that the advisory business can quickly adapt to changing needs while maintaining high service standards. Ultimately, it leads to more satisfied clients, a more motivated team, and a thriving business.

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Let’s Get Started!

Complete Our Questions

Before the kick off call, you’ll complete a few onboarding questions so we can do our best to prepare for the awesome partnership ahead.

Review Your Answers

During the kick off call, you’ll understand what we need from you and what you need from us to ensure a seamless onboarding experience.

Collaborate And Resolve

After the kick off call, we’ll collaborate and resolve your biggest priorities while we promote clear, constructive, and inclusive communication.

Analyze and Realign

Every six months, we’ll review your successes and failures to ensure we meet your business goals and service expectations.


One-Nifty-Fits-All for Growth-Oriented RIAs

Benefits of Working With Nifty

  • Cost-Effective Expertise: Access skilled professionals without the financial burden of full-time hires, optimizing your budget.
  • Scalable Support: Easily adjust your team size and capabilities based on your business needs and growth trajectory.
  • Specialized Skills: Enhance your service quality with access to specialized expertise not available in-house.
  • Enhanced Client Service: Free up your time to build stronger client relationships and improve client satisfaction.
  • Flexibility and Adaptability: Quickly adapt to changing market conditions and business requirements with flexible support solutions.
  • Reduce Hiring Risks: Minimize risks associated with turnover and training, ensuring a more stable and efficient operation.

Commitment to Regulatory Compliance and Security

We place a strong emphasis on complying with state and SEC regulatory standards for Registered Investment Advisors.

We conduct thorough background checks and cybersecurity audits, and maintain fidelity bond, cybersecurity, and professional liability insurance. These measures ensure that you can partner with us confidently every step of the way.


Are You Ready to Meet Nifty?

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Michelle and her Nifty Team bring their expertise and excellent communication skills to help us with our marketing needs. We deliver high quality and on time messaging and we would never be able to do it without them.

Matt Elliott, J. F. Williams Co., Inc.

Nifty is an excellent plug and play workforce solution. They were easy to work with and our support person did a great job for us.

Sheila Schmitt, Austin Wealth Management

Nifty helped with my most valuable resource: time. I loved being able to outsource tasks I knew had to get done but didn’t have the time for. Most important for me was offloading custodial paperwork an area they have great expertise in.

Brian Berkenhoff, CFA, Birch Investment

Nifty allowed me to utilize their paraplanners as an extension of my team without having to hire full time CFP(r) advisors.

Joe Laux, CFP®, CPWA®, CEPA, Silverhawk Financial

Teamwork makes the dream work!

Jeff Burrow, CFP®, AIF®, Sierra Ocean

Michelle is one of the most competent, proactive associates that I have ever met. She understands the mentality of a small business owner, since she is one, and is not afraid to roll up her sleeves. She has been an incredible help to Newbridge and I thoroughly enjoy working with her. I would recommend Michelle without reservation.

Vincent R. Barbera, CFP®, MSFS, Newbridge Wealth Management

Michelle was wonderful to work with, very talented, pays attention to detail, and kept us updated every step of the way. We asked Michelle to help us update some outdated deliverables and make some of our PDFs “sexier.” Michelle took our vision, added her design eye and expertise, and now we have awesome deliverables! We will use her services again in the future. Thanks, Michelle!

Chad Chubb, CFP®, CSLP®, WealthKeel

Nifty’s team helped me take the next step in building my business and I could not have done it alone. Without Nifty I would not have gotten to where I am now because I never would have been able to hire a full time team member from day one, I needed a flexible solution to fill in the gaps and allow me to grow into needing a full time role.

Andy Thomas, CPA, CFP®, Thomas Financial Advisors