Wealth management & RIAs
Advisor workflows, platform evaluation, practice operations and the factors that shape buying decisions.
Financial services industry consulting
See your product through
an advisor’s eyes.
Independent insight for asset managers, wealthtech companies and research teams making decisions about products, platforms and advisor distribution.
Christopher Coppolo, CRPC®18 years in financial servicesAdvisor · ETF distribution · Exchange experience
The questions behind the decision
Before you build, launch or sell,
understand the working advisor.
Would an advisor use this?
What slows adoption?
Does the sales story resonate?
How will buyers compare alternatives?
Christopher’s background across wealth management, financial planning, ETF distribution and exchange work connects the product team’s priorities with the advisor’s daily reality.
Areas of expertise
Practical context.
Specific questions.
ETF & asset management
Product positioning, advisor adoption, distribution channels and the connection between issuers, exchanges and advisors.
Advisor technology
Wealthtech usability, onboarding friction, product messaging and how technology fits into an advisor’s working day.
Retirement & recordkeeping
Retirement-income needs, platform considerations, recordkeeping relationships and advisor-facing positioning.
Advisor distribution
Sales narratives, channel priorities, objections and practical feedback for companies selling to financial advisors.
Product & market research
A practitioner’s perspective on competitive positioning, buyer needs and the questions to test before investing in a launch.
Ways to work together
Start with one clear question.
Direct engagements are scoped before work begins. The prices below are initial fees, subject to fit, availability and the agreed deliverables.
Industry consultation
$500
60 minutes
A focused conversation on one industry, market or product question.
- Review of your questions before the call
- One 60-minute discussion
- Brief written recap of key takeaways
Wealthtech product review
$750
90-minute working session
Walk through your product, demo or messaging with an experienced advisor perspective.
- Review of one product or demo
- One 90-minute feedback session
- Prioritized observations and suggested next tests
Market insight brief
From $2,000
Fixed scope, agreed in advance
Combine focused public-source research with practitioner interpretation for a specific decision.
- One agreed market or positioning question
- Concise brief of up to five pages
- One 60-minute readout and one revision
Ongoing advisory
$1,500/month
Focused monthly support
Maintain a regular advisor perspective as your team develops a product or refines its approach to market.
- Two 45-minute calls each month
- Up to 90 minutes of preparation and written feedback
- Three total service hours per month; extra work scoped separately
Research briefs use public sources and professional experience. Original surveys, interviews, travel and implementation are separately scoped. Monthly support does not include unlimited access or unused-hour rollover.
A simple engagement process
From question to useful perspective.
- Share the question
Describe your organization, the decision you face and the timing.
- Confirm fit & scope
Agree on deliverables, availability and fees before any paid work.
- Work through it
Leave with specific observations and practical next steps for your team.
Good to know
Clear expectations from the start.
Who is this for?
Asset managers, wealthtech and fintech product teams, research organizations and companies selling into the financial-advisor market. Engagements focus on industry and business questions.
Can we discuss my company’s product?
Yes. A product review can examine usability, positioning, onboarding and likely advisor questions. Feedback represents one practitioner’s perspective and is not a statistically representative buyer study.
Do you provide investment recommendations?
Copes Consulting provides industry research and strategic business consulting. These engagements do not include personalized investment, tax or legal advice.
How are confidentiality and conflicts handled?
Scope and potential conflicts are reviewed before accepting work. Confidential employer or client information and material nonpublic information are excluded. Copes Consulting’s work is independent and does not represent an employer’s views or endorsement.
What if we first connected through an expert network?
Please arrange that work through the originating network. Direct engagements do not bypass network agreements or obligations.
Request a consultation
What are you
working through?
Share enough context to check fit. Christopher will respond to discuss scope and availability.