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Ben Watson
Founder @Advisor360°
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WORK HISTORY
Founder @Advisor360°
I help financial services firms who want to establish, improve, and grow their operations and back office infrastructure. Your clients work with you because you’re an expert wealth manager. But that doesn’t mean you’re an expert in the systems and processes needed to serve your clients. I focus on operations and technology so that you can focus on your clients.* Built out an Operations Department at a registered investment advisor* Increased revenue by 10% by standardizing billing at a client firm* Improved performance report production of a client by standardizing the offering* Created a roadmap for further expansion of operations to improve client experience* Hired and mentored an Operations Associate to better integrate them into a firm* Developed a vendor due diligence policy and questionnaire* Evaluated the effectiveness and usefulness of AI note takers* Maintained relationships with technology providers to understand their new and existing offerings* Provided feedback and suggestions to solution providers in the early stages of development
EDUCATION
Texas McCombs School of Business
Bachelor of Business Administration, Finance
SKILLS
ABOUT BEN WATSON
Fractional COO | Operations, Technology, and Cybersecurity Expert for Financial Services
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