FinOps Co-op™ by Level Best

Revolutionizing Operations Support for Financial Planning Firms

Financial planning practices struggle to delegate their firm operations. With FinOps Co-op, that’s about to change.

What Is FinOps Co-op? We are a community network specifically designed for operations professionals in the financial services industry. Our goal is to help business owners like you empower their operations team to scale their processes, and streamline growth. With a dedicated support network and continuing education, operations professionals can help their firm achieve its level best.

Why Do You Need FinOps Co-op? Most firms that have a full-time operations specialist on their team aren’t providing them with the resources they need to help the firm achieve its goals. As a business owner, you’re too busy to help train your operations staff and offer continuing education in-house.

FPA Advantage

Let’s Break It Down

Want to know what’s inside FinOps Co-Op™? Let’s break down the offer, so you know exactly what you’re getting.

Member Portal

The Member Portal has all-in-one access for all your operations needs, is user-friendly, and comes with a mobile application for easy access while on the go.

Mastermind Groups

Connect with other FinOps Co-op™ members to share knowledge and experience, maintain accountability as you work toward your goals, and grow together.

Resource Vault & Knowledge Base

24/7 access to on-demand resources to help you move through your daily projects with ease. This wealth of information is all in one place and searchable to find what you need a snap!

LIVE Members-Only Webinars

Join us for members-only, exclusive-access webinars featuring industry leaders and experts in the financial space. All webinars are stored as replays in the resource vault for easy access and continued learning if you can’t attend live.

Office Hours with Charesse Spiller

Get your specific operations questions answered with regularly scheduled Office Hours with creator and founder, Charesse Spiller.

Content Drops

Level Best Content is dropped monthly to give you access to timely operations and practice management toolkits. These content pieces are packages for easy implementation.

Online Forum

Ask questions as they come up, and easily connect with other FinOps Co-op™ members for peer-to-peer learning and to help move the needle in your firm.

Benefits

Gain instant access to a platform that offers:

·        Community in the operations space

·        Peace of mind that comes with knowing you’re leveling up and moving toward

your goals

·        Industry-wide best practices

·       Templates for finserv operations work

·        Growth in your career and your firm

·        Ongoing education and support