Maximise Your Business Potential
Optimization Coaching + Fractional COO
About Waypoint Strategies
Our Mission
Our mission is clear: to help financial advisors and financial firms become leaders in their field. We achieve this by offering tailored consulting services that address the specific needs and aspirations of each client, delivering results that not only meet but exceed expectations.
One Partner. One Strategy. Measurable Growth.
Most financial advisors and firms don’t only need more ideas — they need execution, structure, and accountability along with creative ideas.
WayPoint Strategies combines Optimization Coaching with Fractional COO leadership to help financial firms grow smarter, scale sustainably, and increase enterprise value.
Why Choose WayPoint Strategies?
Business Strategy Consulting
Proven Results. Embedded Leadership.
With more than 25 years in the financial services industry, WayPoint Strategies Consulting delivers a rare combination of advisor coaching, fractional COO leadership, and brand-driven growth strategy. Founder Brett Collins has worked alongside hundreds of financial advisors and firms—helping them not just grow, but build businesses capable of doubling revenue, recruiting talent, differentiating their brand, and increasing enterprise value.
This isn’t theoretical coaching. It’s hands-on operational leadership paired with disciplined execution.
Coaching That Drives Execution
Our work blends personalized advisor coaching with fractional COO support, ensuring that strategy, operations, and brand alignment work together—and get implemented.
- One-on-one and team coaching aligned to your goals
- Operational structure that supports growth, not chaos
- Accountability at the leadership and advisor level
- Systems that scale beyond the founder
- Brand clarity that guides decisions, messaging, and culture
You gain a strategic partner who thinks like an owner, operates like a COO, and coaches for measurable results.
Growth, Recruiting & Brand Optimization Services
Client & Revenue Growth
- Client acquisition and referral strategies designed for your ideal client
- Clear, compelling value proposition development
- Competitive and confident pricing for fee-based planning and investment services
Brand Differentiation & Market Positioning
- Defining what truly makes your firm different—and why it matters
- Translating your strengths into clear, consistent messaging
- Aligning brand, client experience, and advisor behavior
- Positioning your firm as a destination for both clients and advisors
Advisor Recruiting & Talent Development
- Building an advisor value proposition that goes beyond payouts
- Positioning your firm to attract the right advisors—not just more advisors
- Creating repeatable recruiting processes, not one-off hires
- Interviewing, selection, and onboarding frameworks that reduce hiring risk
- Leadership coaching to retain and develop recruited advisors
Operational & Time Optimization
- Time and capacity management focused on high-impact, revenue-generating activities
- Workflow and process optimization to reduce friction and increase consistency
- Communication frameworks that drive clarity, confidence, and action
Leadership, Risk & Client Outcomes
Leadership, Risk & Client Outcomes
- Risk management and asset strategies that support long-term client success
- Team strategy and development aligned around shared values and performance
- Leadership support to ensure growth is sustainable—not personality dependent
Team Strategy & Development
As firms grow, misalignment becomes expensive. We help align leadership, advisors, and staff around clear roles, performance standards, and brand expectations, creating a consistent client experience and a firm that can attract, develop, and retain top advisor talent.
Ready to Transform Your Practice or Firm?
Whether you’re a high-performing advisor or a growing firm focused on scaling through recruiting, differentiation, and execution, WayPoint Strategies Consulting helps you move from growth by effort to growth by design.
Let’s have a conversation about where you are, where you want to go, and what it will take to get there.
Innovative Consulting Solutions
Optimization Coaching + Fractional COO
With more than 25 years of experience in financial services, I’ve worked directly with high-net-worth clients and alongside financial advisors at every stage of growth. That experience has given me a clear understanding of what truly drives success in an advisory practice—not just production, but structure, execution, leadership, and revenue discipline.
My work combines advisor coaching with fractional COO leadership, helping advisors and firms move from working harder to building businesses that perform consistently. I don’t operate as a traditional business coach. I work as a strategic partner—focused on the decisions, systems, language, and initiatives that translate directly into measurable revenue growth and long-term enterprise value.
I’ve helped advisors scale from solo practices to multi-advisor firms by strengthening client acquisition, refining value propositions, improving operational efficiency, and building teams that support growth rather than constrain it. My background includes helping advisors optimize workflows, clarify roles, implement accountability, and prepare their businesses for recruiting, succession, or future transactions.
A core part of my approach is helping advisors attract and retain the right clients—and the right advisors—through clear positioning and intentional marketing. This includes leveraging professional networks, centers of influence, referrals, and modern outreach strategies, all anchored by a questions-based communication approach that differentiates you in a crowded marketplace and clearly articulates your value.
Ultimately, my role is to help you build a practice—or firm—that is scalable, resilient, and aligned with your goals, so growth becomes repeatable and sustainable.