"We believe financial advisers should be free to focus on The Three M’s: Meeting People, Managing Relationships, and Making Recommendations." - Michael Wallin, Managing Member, Optivise Advisory Services, LLC. Optivise Advisory Services was created by advisers, for advisers. Our proficiency across multiple areas of financial services gives us the ability to come alongside you as a true partner and help you work on your business while you work in your business. The team at Optivise leverages experience, technology, automation, and teamwork to improve workflow systems, increase marketing presence, create solutions-based financial plans, provide air-tight compliance measures, and react to client needs in real time. We help financial advisers be productive, not just busy. Optivise supports financial advisers in four areas critical to any successful financial services practice: Operations & Adviser Relations - Marketing - Advanced Case Planning & Design - Knowledge Base. With over a century of combined experience in these areas, Optivise covers all the bases. Our knowledge and experience across multiple areas of practice management helps Optivise create an environment in which you will succeed based on your goals, not ours. We are collaborators. We work with you to cultivate ideas based not on templates, but on specific needs and desires present in your business and life. We are experienced in leveraging technology for the benefit of advisers, but it’s technology with a pulse…we are high tech and high touch. We recognize your clients are more than data points and names on a piece of paper, and its experience that tells us THEY are the ones who will ultimately benefit from your partnership with Optivise Advisory Services. And that's good for everyone.