Our Purpose

To Build the Playbook for Work in Your Advisor Practice

Our Core Values

Our Vision

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.

Justin Bassell CLU ®, ChFC ®

Justin started as a Financial Advisor with Northwestern Mutual in October of 2009. Off the heels of a historic recession, he chose to build a from scratch financial planning practice in a new city. The start had true challenges, and at one point, it looked like Justin was not going to make it. With the help of his local leaders, he was able to rebuild from a slow start to a thriving high-volume planning practice. Along with his planning practice, he is the owner/CEO of Systems on Purpose, where he teaches financial advisors how to build their own client experience playbook.

Justin says his favorite job is husband to his wife, Katlyn, and father to his two children, Crew and Poe. He’s originally from Parkland, FL and graduated from the University of Florida. He enjoys competing in triathlon where he’s qualified for three age group national championships in the sprint/Olympic distances. He’s also a voracious reader and dedicated to being a lifelong learner.