ELEVATE
YOUR BUSINESS
ELEVATE YOUR BUSINESS
The Advisor Club provides ongoing technology and operational support, giving you back time, clarity, and focus.
Focus on your clients. We’ll handle the rest. You didn’t get into this business to troubleshoot software, manage systems, or chase down operational issues. You became a financial advisor to build relationships, guide clients through important life decisions, and make a real impact on their financial well-being.
Advisor Club keeps your day to day operations running smoothly so you can focus your time and energy on your most important asset, your clients.
AREAS OF SUPPORT
Managed IT helpdesk services, including proactive monitoring, cybersecurity oversight, software updates and patching, data backup and recovery, procurement of networking equipment, computers, and licensing, along with customized VoIP phone system support.
• Access to remote help desk technicians, M-F 7AM-6PM CST
• 24/7 – 365 monitoring
• Network device maintenance and management
• Network utilization monitoring
• Remote PC management
• Remote printer management
• Routine maintenance
• Back-up support
• Software upgrades
• Access to remote help desk technicians, M-F 7AM-6PM CST
• 24/7 – 365 monitoring
• Network device maintenance and management
• Network utilization monitoring
• Remote PC management
• Remote printer management
• Routine maintenance
• Back-up support
• Software upgrades
Foundational marketing support, including website maintenance, light content updates, and strategic guidance. As your needs grow, access Myriad’s marketing experts at preferred member rates.
• Website updates & management
• Expiring Content
• Existing design updates
• Business cards and stationery updates
• Strategy & consulting
• Domain hosting & SSL Management
• SEO implementation
• HTML email updates
• Social media audit
• Announcement posts & letters
Foundational HR support, from core documentation to advisory guidance on hiring, onboarding, and essential policies. When additional expertise is needed, members receive preferred rates for expanded support through Continuum Advantage.
• New hire documentation
• Employee records and file maintenance
• Federal and state employee law consultation
• Business insurance quotes
• Employee issues / performance consultation
• Employee handbook
• Disciplinary / termination consultation
• Payroll solutions
• Recruiting solutions
• Continuum advantage benefits
• Employer communication review and consultation
• New hire documentation
• Employee records and file maintenance
• Federal and state employee law consultation
• Business insurance quotes
• Employee issues / performance consultation
• Employee handbook
• Disciplinary / termination consultation
• Payroll solutions
• Recruiting solutions
• Continuum advantage benefits
• Employer communication review and consultation
AREAS OF SUPPORT
Managed IT helpdesk services, including proactive monitoring, cybersecurity oversight, software updates and patching, data backup and recovery, procurement of networking equipment, computers, and licensing, along with customized VoIP phone system support.
• Access to remote help desk technicians, M-F 7AM-6PM CST
• 24/7 – 365 monitoring
• Network device maintenance and management
• Network utilization monitoring
• Remote PC management
• Remote printer management
• Routine maintenance
• Back-up support
• Software upgrades
Foundational marketing support, including website maintenance, light content updates, and strategic guidance. As your needs grow, access Myriad’s marketing experts at preferred member rates.
• Website updates & management
• Expiring Content
• Existing design updates
• Business cards and stationery updates
• Strategy & consulting
• Domain hosting & SSL Management
• SEO implementation
• HTML email updates
• Social media audit
• Announcement posts & letters
Foundational HR support, from core documentation to advisory guidance on hiring, onboarding, and essential policies. When additional expertise is needed, members receive preferred rates for expanded support through Continuum Advantage.
• New hire documentation
• Employee records and file maintenance
• Federal and state employee law consultation
• Business insurance quotes
• Employee issues / performance consultation
• Employee handbook
• Disciplinary / termination consultation
• Payroll solutions
• Recruiting solutions
• Continuum advantage benefits
• Employer communication review and consultation
Independent Business Cost Overview
Financial advisors often spend a significant portion of their year managing technology systems, updates, security, and compliance requirements. This chart illustrates the estimated time commitment based on a 365-day annual baseline.
Approximately 120 days is devoted to technology maintenance and compliance related tasks. That represents about 33% of the year, time that could otherwise be spent meeting with clients, strengthening relationships, and growing the practice.
Working days for technology: 120 days
Hours per working day: 8 hours
Total working hours: 960 hours
Rate per hour: $300
Estimated Annual Cost: $288,000
Cybersecurity Risks Facing Small businesses
FAQs
On average, advisors can spend the equivalent of about 120 working days per year managing technology systems, updates, security requirements, and compliance related tasks.
When broken down hourly, the average revenue for a financial advisor is estimated to be around $300 per hour, highlighting the value of time spent on client relationships and business development.
For minor issues such as password resets or application errors, resolution times typically range from 15 to 60 minutes. More complex technical issues can require significantly more time to diagnose and resolve.
Cyber threats are increasingly common. Studies indicate that 62% of cyber attacks target small and mid sized businesses, making security and monitoring an important consideration.
The financial impact of a cyber attack can be significant. Average costs are estimated to range from $120,000 to $1.2 million per incident, including recovery efforts, potential ransomware payments, forensic investigations, downtime, lost revenue, legal expenses, and reputational damage.
JOIN THE CLUB
Unlock the tools, insights, and support you need to elevate your practice. Take the next step toward smarter growth and stronger client relationships.
