GET TO KNOW US
To Build the Playbook for Work in Your Advisor Practice
Our Core Values
At SOP, we build the playbook of work in your advisor practice.
To deliver world-class client experience, we purposefully connect systems, processes, and technology.
We serve advisors and teams from diverse backgrounds with differing levels of experience.
Our commitment to connecting the circuit board of systems, processes, and technology allows for a more impactful human client experience for all.
We teach in a way that prioritizes executions and results.
We are Systems on Purpose. We curate work.