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Marketing, Brand & Operations Support for Financial Advisory Firms

Marketing that attracts clients. Operations that support growth. Partnership that allows you to focus on what matters most.

Trusted support for the journey ahead

Hands-on operational support for financial professionals 

I work directly with financial professionals and small teams who need steady, dependable operational support behind the scenes.

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My role is to handle client communication, documentation, and day-to-day operational details with care and consistency — so nothing important gets missed and you can stay focused on your clients.

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This isn’t outsourced or delegated work. When you work with me, you’re getting hands-on support from someone who understands regulated environments, values discretion, and follows through.

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Everything I do is structured, professional, and tailored to how your business actually runs.

Owner of Navigate, Amanda Sycks

Meet Your Partner,

Amanda Sycks

Support that fits how you work.

I provide focused operational support — structured, dependable, and handled personally.

Premium Support

MARKETING THAT ATTRACTS CLIENTS

Social media strategy and execution, newsletter development, content creation, and consistent brand visibility that brings prospects to your practice.

Organization, Operations and Excellence

BRAND THAT BUILDS TRUST

Professional pitch decks, sell sheets, visual identity, and marketing materials with corporate-grade polish that positions you as the expert you are.

Branding and design

OPERATIONS THAT SUPPORT GROWTH

CRM management, client communication coordination, workflow systems, and operational follow-through that keeps your practice running smoothly.

Month-to-month support. No long-term contracts. Just trusted help designed around how you work.

How It Works

1

Introductory Working Session

We'll begin with a complimentary 5-hour working session. It's a no-pressure way to experience my approach, see immediate results, and determine if we're a good fit.

2

Month-to-Month Partnership

If it feels right, we'll move into a simple month-to-month agreement with flexible packages tailored to your practice. No long-term commitment, just high-quality support that grows with you.

3

Ongoing Strategic Support

As your practice grows and evolves, I'll stay in step—helping you stay visible, organized, and focused on serving clients through every stage.

I take on a limited number of clients to ensure every partnership gets the attention it deserves.

Lonely Boat
Merci-Buku and T's Farm Owner, Sarah Taveprungsenukul

Sarah Taveprungsenukul
Founder & CEO

Working with Amanda has been a complete game-changer. She doesn’t just support one aspect of my business, she supports all of them. From social media and website updates to creative design and strategic input, she’s been by my side through every pivot and project. Amanda is the kind of partner who just gets it. She takes initiative, brings fresh ideas, and helps me carry the weight when things feel overwhelming. Having her in my corner has allowed me to grow faster, think bigger, and feel supported every step of the way.

AUTHENTIC Meetings & Incentives Owner, Nataly Horan

Nataly Horan 
Founder & CEO

Amanda jumped in and brought structure exactly when I needed it. She’s incredibly organized, reliable, and has a calm, steady presence that instantly made everything feel more manageable. Whether it was keeping things on track or just being a trusted sounding board, Amanda quickly became my right hand. I’ve worked with her in the past and was reminded why I keep coming back, she just makes things work better.

Siren Systems LLC Owner, Alexandra Hietala

Alexandra Hietala
Founder & CEO

Amanda just gets it. She has this unique ability to step in, understand what needs to happen, and make it feel easy. She brings order, consistency, and a easy confidence that instantly takes pressure off. From big-picture thinking to the small details, she handles it all with care and clarity. Having her support has been a total relief and a huge asset to my business.

Trusted by Purpose-Driven Brands

Frequently
Asked
Questions

Have more questions for us?

Reach out to us and let us know if you’ve thought of something we haven’t covered.

 

We’d love to hear from you!

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