What if you could scale your advisory firm without rushing to hire and manage a full team?

In this episode, we talk with Michelle Wong, founder and CEO of Nifty Advisor Support, about how solo and small RIAs can build lasting capacity through remote support, strong processes, and a culture-first approach.

Michelle shares how Nifty grew from a pre-COVID launch to supporting more than 60 firms today, and how the rise of remote work changed the way advisors handle client service, marketing, and operations. She explains Nifty’s two main ways of working with firms: ongoing support that feels like a dedicated team member, and short project sprints designed to solve specific problems.

We also cover the “Nifty Fit” framework, which focuses on matching both technology and communication style so advisors avoid costly hiring mistakes.

Michelle opens up about the real bottlenecks that hold firms back—piled-up service work, inconsistent follow-up, and operational debt—and how her team helps fix them. She also introduces the Nifty Lab, a community where advisors and ops pros share templates and ideas before committing to ongoing support.

If you’re a fee-only or fee-based RIA thinking about outsourcing, this episode gives you a clear roadmap for what to delegate first, how to measure success, and how to reclaim your time.

Social and Website:

https://www.linkedin.com/in/hellomiwo/

https://www.niftyadvisorsupport.com/