Fractional seat
Senior leadership for the share of the week the job needs. Most run six to twelve months: build it, prove it, hand it over.
How the fractional seat works
BlueEye Consulting
Build and run the system your advisors work in.
Training, process and CRM, built around how your best people sell. When nobody owns it day to day, we take the seat.
What we do
Five ways firms use us
01
Training curriculum
From new-advisor onboarding through senior teams, built on what your top performers actually do.
02
Sales process and SOPs
Stages, standards and procedures your people follow and your managers can coach to.
03
Salesforce and CRM
Set up around how your team sells, so pipeline reviews run off it.
04
Coaching
For advisors, and for the managers who lead them. That's where most of the payoff sits.
05
Fractional leadership
Head of sales, operations or L&D, usually 10 to 15 hours a week. Weekly sales meeting, one-on-ones, leadership seat.
How it runs
Ongoing or defined scope
Build project
A curriculum, onboarding program, certification or Salesforce process in 8 to 16 weeks. Your team owns and runs it after.
How a build project works
Recent work
An operator for a growing RIA
A 40-person RIA within Osaic had outgrown its founder's bandwidth, with several teams and nobody holding the middle together. BlueEye built the sales operating system, then ran it as the fractional operator so the founder could get back to his clients.
Who leads the work
Built inside the biggest firms
Mike Levine leads every Consulting engagement. At Merrill Lynch and Bank of America he helped scale the FSA advisor program to more than 10,000 advisors and led new-hire training for The Academy, Bank of America's award-winning career program.
Ready to scale it
Add BlueEye Advisory
Once the system exists, AI practice lets every advisor rehearse it and shows managers who's ready. Many clients use both.
Start here
Start with a conversation
Thirty minutes. If someone referred you, tell us who.