Jenny S.

Independent financial advisors and real estate agents run complex operations, but most are buried in manual follow-ups, disconnected tools, and processes that only they understand. I fix that. I spent years as COO of a LIRP and wealth management firm, where I built the operational backbone from the ground up: client onboarding systems, automated email campaigns (500+ contacts), CRM-to-spreadsheet integrations, discovery and intake processes, and AI-assisted reporting workflows. I know what it takes to run a compliant, client-facing financial services operation, because I've lived it. What I build for clients: - Workflow automations using Zapier and Power Automate - Client onboarding systems and intake questionnaires - Commission and cash flow trackers in Excel or Google Sheets - SOPs and process documentation for repeatable operations - Real estate contract and transaction coordination systems I work with real estate agents and small business owners who are ready to stop doing things manually and start running their business with workflows that buy back their time. If you need someone who understands financial services operations, real estate transactions, financial budgeting and planning; not just automation tools — let's talk.