For current Investia advisors
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.
Named support
Matt helps advisors grow and operate better practices. Lu helps their teams learn the systems, manage the workflows, and keep the work moving.
Advisor training and operations support
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 growth and operations coach
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.
What participation includes
The relationship is designed around regular implementation, coaching, training, peer connection, and follow-through.
How joining works
An introductory conversation does not require a branch move. Any change follows Investia's applicable approval and process.
Use a 15-minute introductory call to discuss the practice, the support needed, and whether the Stiller relationship may fit.
If the conversation should continue, Investia confirms the applicable dealer, branch, registration, eligibility, and transition process.
Once approved, Matt and Lu establish the growth, training, workflow, peer, coverage, and follow-up priorities for the advisor and team.
Stiller support focuses on advisor growth, practice operations, staff training, administrative workflows, peer relationships, coverage, continuity, and succession readiness.
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.
Bring one growth, staffing, workflow, coverage, or continuity question to a 15-minute introductory conversation.