Meet Stan
I automate the client journey for financial advisors, CFPs, and RIAs.
I help connect your:
• Website & lead capture
• CRM & sales pipeline
• Booking & client onboarding
I map your current workflow to eliminate manual data entry, building structured systems that align with your firm's recordkeeping requirements.
💬 Tired of disconnected tools? Let’s talk.
Identity verifiedVetted for secure and trusted collaboration.
Rate
$25 - $50/hr
Skills and tools
Details
Nigeria
Fluent in English