Lu HaleAdvisor training and operations support
FOR FINANCIAL ADVISORS AND THEIR TEAMS
Run your practice independently—not alone.
Stiller Advisory Services provides high-touch practice support for independent Investia advisors.
Matt coaches advisors on sales, growth, operations, staffing, capacity, continuity, and succession. Lu trains advisors and staff, supports administrative workflows, helps implement Investia technology, and keeps day-to-day follow-through moving.
Qualified participating advisors pay no separate Stiller Advisory Services fee.
20+ participating advisorsDirectory current July 2026
Recurring peer meetingsPractical advisor conversations
Hands-on staff trainingBuilt around the practice and team
No separate SAS feeFor qualified participants
One clear flow of support
Investia provides the platform. Stiller provides the named team.
Investia provides dealer infrastructure, supervision, technology, and centralized resources. Stiller helps advisors and staff implement those resources inside the practice and follows through afterward.
- 01
Investia platformDealer infrastructure, technology, and applicable processes. - 02Stiller implementationGrowth coaching, training, workflow, coverage, and follow-through.
- 03Advisor practiceTeam execution, practice decisions, and client relationships.
What participation includes
A concrete operating relationship, not a one-time orientation.
- Structured advisor and staff onboarding
- Direct access to Lu for training and operational support
- Regular sales and operations coaching with Matt
- Recurring peer-advisor meetings
- Workflow templates, checklists, and documentation
- New-staff training
- Vacation and emergency coverage preparation
- Continuity and succession discussions
- Introductions to other advisors where appropriate
Current Investia advisors can explore joining the Stiller branch and support network. Advisors at another dealer can explore moving to Investia and joining the Stiller branch. All dealer and branch changes are subject to Investia’s approval and applicable processes.
Six support pillars
Growth, operations, and continuity in one support model.
Each area has a named owner, a practical output, and a clear boundary.
01Advisor growth and sales coaching
Growth priorities become a managed operating discipline instead of a collection of good intentions.
02Practice operationsThe practice runs on clear roles and repeatable routines rather than informal habits.
03Advisor and staff trainingAdvisors and staff know how and where to use the tools that support the practice.
04Administrative workflow supportOperational questions reach the right owner with less rework and clearer follow-through.
05Peer network and coverageAdvisors build useful peer and coverage relationships before they are urgently needed.
06Continuity and successionTime away, reduced capacity, and future transitions are discussed before they become urgent.
On the ground. In your corner.
Support from people who have done the work.
Matt helps advisors grow and operate better practices. Lu helps their teams learn the systems, manage the workflows, and keep the work moving.
Meet the team
Matt Stiller CFP®, CEA, CHS, EPCAdvisor growth and operations coach
Advisor perspective
What advisors say.
Their support allows me to stay focused on what matters most: building strong foundations, delivering clarity, and creating long-term value for the families and businesses I serve.
Honestly, my favourite part of being with Stiller is the monthly advisor meeting, where we just sit and talk; I get to learn what others are doing in a casual and welcoming environment.
A useful first conversation
See whether the Stiller support model fits your practice.
Book a 15-minute introductory conversation to explain the practice, understand the support model, and identify the appropriate next step.