Nifty Directory

Nifty-approved referrals and resources for ambitious RIAs

Transitions

Advisor Transition Services, Consulting & Implementation

Transition to RIA, Consulting

Practice Management & Automation

Level Best, Operations Consulting

Sphynx Automation, Automation Consulting

Atlas Park Consulting, Operations Consulting

F2 Strategy, WealthTech Consulting

Simplicity Ops, Operations Consulting

Compliance & Cybersecurity

Richard L. Chen, PLLC Law Firm, Legal & Compliance

RIA Compliance Concepts, Legal & Compliance

Synergy RIA Compliance, Legal & Compliance

Piccone IT Consulting, Cybersecurity & IT

Digital Marketing & PR

Authentic Advisor Video, Video Recording Services

Perfectly Planned Content, The PPC Marketing System

FiComm Partners, Group & PR Consulting

Non-Industry Virtual Assistance

Wing Assistant

Belay

Zirtual

Virtual Receptionists

Ruby Receptionists

Posh Receptionists

Business - Other

Wealth and Worth Within, Fractional CFO Services

Exceptional Tax Services, Bookkeeping & Taxes

Leadership Doing Good

Choir, Diversity/Equity/Inclusion

CEO Action, Diversity/Equity/Inclusion

B Lab Global Site, Ethics/Sustainability

Group Coaching

Limitless Advisor Coaching

Megellan Network

Communities

FinOps Co-op (for Operational Professionals in Financial Services!)

XY Planning Network

Garrett Planning Network

Advisor Growth Community

Onyx Advisor Network

Fee-Only Network

NAPFA

Referral links (we receive comms!)

ClickUp - Manage every task with ease

Soundstripe - Royalty-free music for your content!

Gusto - Easily run payroll and all of your HR needs