What we do

High-touch support across growth, operations, training, and continuity.

Six practical support pillars help independent Investia advisors grow deliberately, operate with clearer systems, train their teams, reduce administrative rework, connect with peers, and prepare for continuity or succession.

Explore the Stiller support model

Six ways the support model shows up in practice.

Each area starts with the result the advisor and team need, then establishes the right owner, a usable output, and clear boundaries.

Advisor growth and sales coaching

Result: Growth priorities become a managed operating discipline instead of a collection of good intentions.
How we help: Work with advisors on prospecting, referrals, opportunities, client meetings, pipeline management, accountability, and the growth priorities that fit the practice.
What you receive: A focused growth plan with priorities, ownership, and a practical follow-up cadence.
Best fit: Advisors who want more consistency in business development and sales execution.

Practice operations

Result: The practice runs on clear roles and repeatable routines rather than informal habits.
How we help: Clarify team roles, recurring workflows, CRM habits, service standards, capacity, task ownership, meeting routines, and follow-up.
What you receive: A prioritized operating plan small enough for the advisor and team to implement.
Best fit: Practices adding staff, reaching capacity, or experiencing inconsistent execution.

Could this support model fit your practice?Use a 15-minute introductory call to discuss one current growth, operations, training, or continuity question.

Explore the Stiller support model

Advisor and staff training

Result: Advisors and staff know how and where to use the tools that support the practice.
How we help: Onboard advisors and team members to applicable Investia tools and approved workflows, including Advisor Centre, Univeris, digital processing, the client portal, e-signature, and multi-factor authentication.
What you receive: A role-based orientation plan, training priorities, and clear follow-up ownership.
Best fit: New advisors, new staff, technology changes, or practices that need a structured reset.

Administrative workflow support

Result: Operational questions reach the right owner with less rework and clearer follow-through.
How we help: Prepare and route operational questions, clarify documentation and handoffs, identify escalation paths, record next steps, and maintain follow-through.
What you receive: A routing map or checklist with a named owner and follow-up standard.
Best fit: Practices losing time to administrative rework, unclear ownership, or repeated questions.

Peer network and coverage

Result: Advisors build useful peer and coverage relationships before they are urgently needed.
How we help: Connect participating advisors through recurring meetings, operating-practice discussions, and advance planning for vacation or emergency coverage.
What you receive: Relevant introductions, a coverage-readiness checklist, and documented handoff expectations where appropriate.
Best fit: Independent advisors who want trusted peers and more resilient coverage planning.

Continuity and succession

Result: Time away, reduced capacity, and future transitions are discussed before they become urgent.
How we help: Prepare for vacations, emergencies, reduced capacity, partial transitions, retirement, and possible successor relationships while identifying which matters belong with Investia or outside professionals.
What you receive: A readiness checklist and next-decision map, not a valuation, purchase agreement, or tax plan.
Best fit: Advisors planning time away, emergency continuity, a gradual transition, or retirement.

Participation, fee, and responsibilities

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.

Qualified participating advisors do not pay a separate Stiller Advisory Services fee. Investia pays Stiller Advisory Services from Investia’s share of the applicable override. Eligibility is confirmed before participation. Other dealer, platform, licensing, staffing, software, office, transition, legal, tax, insurance, valuation, or other business costs may still apply depending on the advisor’s situation.

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.

Stiller Advisory Services does not replace Investia supervision, help desks, registration, licensing, account, or transition processes; approve transactions; receive client instructions through this website; or provide legal, tax, HR, valuation, compensation, insurance, or cybersecurity advice.

Questions before you start.

Short answers on branch exploration, team training, and coverage.

Do I need to move branches before an exploratory call?

No. An exploratory conversation does not require a branch move. 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.

Can assistants and other team members receive training?

Yes, where the support scope fits. Technology orientation, workflow training, and follow-up ownership are designed to help the advisor and team use a consistent operating routine.

What does vacation coverage include?

It can include handoff documentation, responsibility mapping, issue triage, urgent-contact rules, and a return-from-away review. It does not replace registration, supervision, client authorization, or emergency legal planning.

Explore whether the model fits your practice.

Bring one growth, staffing, workflow, coverage, or continuity question to a 15-minute introductory conversation.

Explore the Stiller support model