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About Us

About Us

We’re more alike than you know.

I am a fractional admin for financial advisors all over the country. I’ve done the job. I’m still doing the job. But due to some early mentorship and exposure, I quickly mastered my craft and helped my advisor clients to win. I can show your team what I know and transform your results too!

Schedule Demo

Don’t let another day go by.

Lock in your team’s preferred onboarding time before it’s too late!

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Our Founders

Aligned and engaged

Katelyn K

Founder / CEO

Sere, Macky, and Tito

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