Founder Advisory
Experienced guidance for the distribution decisions that matter most.
Founder Advisory is an ongoing advisory relationship for founder-led asset managers who want an experienced partner to help navigate growth decisions, challenge assumptions, and strengthen the business behind their investment firm.
Starting at $1,500/month
Why Founder Advisory Exists
Building a successful investment firm requires exceptional investment talent.
Building a successful business requires something different. As firms grow, founders face increasingly complex decisions around distribution strategy, organizational structure, hiring, technology, platform priorities, and execution. These decisions rarely have obvious answers, yet they shape the long-term trajectory of the business. Founder Advisory gives you an experienced distribution executive to help you navigate those decisions with greater clarity and confidence.
The Decisions that shape growth
Founder Advisory is designed to help you navigate the decisions that shape the future of your firm.
While every engagement is different, our conversations often focus on:
- Distribution strategy — determining where to focus your time, resources, and growth efforts.
- Market positioning — clarifying who you serve, how your firm is differentiated, and the story your distribution team tells.
- Leadership and hiring — deciding when to hire, what roles you need next, and how to structure responsibilities and incentives.
- Sales infrastructure — strengthening CRM usage, reporting, accountability, and execution.
- Channel strategy — prioritizing wirehouses, RIAs, broker-dealers, institutional channels, and platform opportunities.
- Cross-functional alignment — ensuring leadership, sales, marketing, operations, and data are working toward the same objectives.
- Strategic oversight — evaluating technology investments, third-party marketers, consultants, and other external partners.
Founder Advisory isn’t limited to these topics. It’s an ongoing relationship built around the decisions that matter most to your business as it grows
How Founder Advisory Works
Founder Advisory is designed to fit into the rhythm of running an investment management firm.
Initial Strategy Session
We begin by understanding your business, your priorities, and the decisions you’re facing today.
Bi-Weekly Advisory Meetings
Regular one-on-one sessions focused on your highest-priority opportunities and challenges.
Direct Access Between Meetings
Reach out by phone or email whenever you need another perspective on an important decision.
Ongoing Strategic Partnership
As your business evolves, Founder Advisory evolves with it—providing experienced guidance wherever it’s needed most.
Investment
Founder Advisory
$1,500/month
Founder Advisory is an ongoing monthly advisory relationship with no long-term consulting contract required. Your membership includes:
- Bi-weekly one-on-one advisory sessions
- Direct access to Brian between meetings
- Strategic guidance on your highest-priority decisions
- Ongoing accountability and executive support
What Clients Say
Frequently Asked Questions
How often do we meet?
Founder Advisory includes bi-weekly one-on-one advisory sessions with Brian Freeman. Between meetings, you'll also have direct access by phone and email whenever an important decision, opportunity, or challenge arises. The goal isn't simply scheduled meetings—it's having an experienced distribution executive available when another perspective matters.
Is there a minimum commitment?
No. Founder Advisory is a month-to-month advisory relationship with no long-term consulting contract required. Stay because it's valuable—not because you're locked into an agreement.
Can multiple members of our leadership team participate?
Yes. While Founder Advisory is centered around the founder or executive sponsor, other members of your leadership team are welcome to join conversations whenever it makes sense. Many strategic decisions benefit from having the right people in the room.
What happens after I join?
We begin with a strategy session to understand your business, your priorities, and the decisions you're facing today. From there, every conversation is driven by what's most important to your business—not a predefined curriculum or consulting checklist.
Is Founder Advisory consulting or coaching?
Neither.
Founder Advisory is an ongoing executive advisory relationship.
Brian isn't there to motivate you or deliver a generic consulting framework. He's there to provide experienced judgment, challenge assumptions, and help you make better distribution decisions before those decisions become expensive mistakes.
Why Founder Advisory instead of project-based consulting?
Not every important decision requires a consulting engagement.
Founder Advisory gives you ongoing access to experienced guidance as opportunities and challenges arise. Instead of waiting until a major project begins, you have a trusted advisor who understands your business and can help you make better strategic decisions along the way.
How do I know if it's the right fit?
Founder Advisory is designed for founders and executive leaders who value experienced perspective and want a trusted advisor as they build and grow an investment management business.
If you're looking for someone to execute projects, Founder Advisory probably isn't the right fit.
If you're looking for an experienced executive to help you think through important distribution decisions before you make them, it probably is.
The best place to start is with a conversation. We'll discuss your goals, your current challenges, and whether Founder Advisory is the right fit for your business.
Join Founder Advisory
$1,500/month
Become part of an ongoing advisory relationship designed to help you make better distribution decisions, strengthen your business, and build with confidence.
HOW WE WORK
Practical. Collaborative. Grounded in real distribution experience.
We start by understanding what’s working and where friction exists, not from a generic framework, but from two decades of operating inside real asset management distribution organizations.
From there, we align priorities and resources and support execution through clear direction and follo-through. Every engagement is tailored to your firm’s structure and stage.
We don’t replace your team. We help your team move better.
HOW ENGAGEMENTS BEGIN
Most firms start with one focused conversation.
In that conversation, we focus on three things:
- What is working and what is creating friction in your current distribution approach
- Where decisions feel highest-risk -- hiring, platform, structure, or sequencing
- What deserves attention now and what can wait
From there, we determine whether ongoing advisory support makes sense and what that looks like for your firm.
ADVISORY SCOPE SNAPSHOT
Strategy
Channel and platform focus Advisor narrative clarity Positioning and differentiation Segment prioritization
Infrastructure
CRM design and reporting Hiring and role structure Vendor and partner oversight Technology alignment
Execution
Sales process and follow-up Accountability structures Leadership alignment Operating rhythm