About Stiller Advisory Services

Practical branch support built inside an advisory practice.

Stiller Advisory Services grew from the systems and support practices developed inside Stiller Financial. We created it after seeing independent advisors repeatedly face the same challenges: learning dealer tools, training staff, routing service questions, and planning for time away or succession.

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How the relationship works

Investia provides dealer infrastructure, technology, head-office resources, supervision, and applicable processes. Stiller Advisory Services adds a hands-on branch layer: practical implementation, workflow support, peer connection, coverage planning, and continuity conversations.

Exploratory calls are open to any advisor. Ongoing Stiller Advisory Services support is available to qualified participating advisors in the Stiller branch-support relationship. Eligibility is confirmed before participation. Any dealer, branch, registration, or transition change follows Investia’s applicable process.

What guides the work.

Start with the operating problem the advisor and team are facing now.
Make the next action usable inside the practice.
Bring the right owner into the conversation, whether that is Lu, Matt, Investia, or an outside professional.
Build peer, coverage, and continuity relationships before they become urgent.

Matt and Lu

Matt leads advisor growth and operations coaching. Lu leads training, administrative workflow support, implementation, and day-to-day follow-through.

Advisor training and operations support

Lu Hale

Director of Sales and Training

Lu is the day-to-day implementation lead for advisors and their teams. She coordinates onboarding, Investia technology training, administrative workflows, service routing, documentation, and follow-through, and involves Matt or Investia when the issue requires a different owner.

Advisor and staff technology orientation
Workflow training and follow-up ownership
Service routing and escalation paths
Coverage-readiness checklists
Peer meetings and network introductions

Advisor growth and operations coach

Matt Stiller CFP®, CEA, CHS, EPC

Owner

Matt is the advisor and branch owner behind Stiller Financial and Stiller Advisory Services. He works with advisors on sales process, business development, practice strategy, staffing, operating systems, capacity, accountability, continuity, and succession.

Sales process and business development
Practice strategy, staffing, and capacity
Operating systems and accountability
Coverage, continuity, and succession
Branch-model fit and advisor discussions

View Investia profile

See whether the model fits your practice.

Use a 15-minute introductory conversation to explain the practice and identify the appropriate next step.

Book an advisor fit call