Operations · Automation · AI for advisory firms
Even advisors need advice.
I'm Todd Koenig. I spent fifteen years running operations for companies where a broken process cost real money, then joined the advisory world and found firms full of excellent advisors running on spreadsheets, memory, and somebody staying late. Bedrock is me fixing that, one practice at a time.
You built a practice. Nobody handed you an operations department.
Leads slip through the cracks
A prospect fills out your form or books a call, and then it depends on somebody remembering. Every lost lead is a five-figure client that never happened.
Your team does robot work
Copying data between systems, building the same meeting agenda, chasing review scheduling. Hours of skilled people doing work a workflow should do.
AI feels risky to touch
You know it matters. You also know compliance is watching. So nothing happens, and the gap between you and modernized firms widens every quarter.
The Bedrock path
Audit. Build. Partner.
Start small, see results, then decide what's next. You never buy a big project on faith.
Audit
A short, fixed-fee engagement. I sit with you and your team, map how work actually flows through the practice, and hand you a roadmap ranked by impact: what to fix, in what order, and what it takes.
Build
Fixed-price projects from the roadmap, built personally in the systems you already own. Documented, trained, and yours outright.
Partner
A fractional operations lead for firms that want one: maintenance, new automations, and AI coaching on a simple monthly arrangement. Offered only after a build, because partnership is earned.
How I'm wired
I've taken every assessment corporate America could throw at me. They all say the same thing.
Strategic thinker, compulsive collector of better ways to do things, allergic to consultant-speak. Here's my CliftonStrengths top five, translated into what it means for your firm.
Strategic
I see the route from where you are to where you want to be, including the steps you'd rather skip. Your roadmap is ranked by impact, not by what's fun to build.
Input
I collect everything: tools, patterns, what other firms tried. When you ask if there's a better way, I usually know of three, and which one fits you.
Ideation
Fifteen years of watching problems repeat across industries means I recognize yours fast, and I can usually solve it with something you already pay for.
Adaptability
Practices are living things. When the plan meets reality and reality wins, I adjust the plan instead of forcing yours to fit mine.
Connectedness
Systems, people, process: it's all one machine. I never fix a workflow in a way that quietly breaks the human standing next to it.
The rest of the picture
My character assessments rank honesty, humor, and social intelligence at the top. Translation: I'll tell you the truth, we'll enjoy the work, and your team will actually like the person rebuilding their workflows. More on how I work
A career of measurable operations work
From global software companies to the independent RIA where I lead operations today.
0%
Weekly reporting effort cut from 40 hours to 4 across departments at a SaaS company, by making systems do the collecting.
$0M
Reporting discrepancy found, audited, and reconciled between systems of record. Precision is not optional in your world or mine.
0
People I led across three countries running global services operations at VMware. I've done operations at every scale.
0 hrs
First-touch guarantee on every web lead in the advisory practice I run today. Automated, tagged, and assigned before anyone checks an inbox.
Most consultants have never sat inside a practice. Most advisors have never built systems for a living. I've done both.
I hold a Series 65 and lead operations inside an independent RIA, so I know your world from the inside, including the compliance constraints. And I spent a career building the systems that world is missing.