I'm Ian Stuart.
14+ years building and fixing the systems businesses run on. I started in web development, moved into Salesforce in 2015, and now I spend most of my time running CRM and practice operations for financial advisory firms.
I work with RIAs that have outgrown their back office but aren't ready to build an ops team. The CRM has gotten messy. Meeting prep takes too long. Follow-ups depend on someone remembering. Onboarding is a different process every time. I fix all of that and then I keep it running.
How SMOPS Works
SMOPS is intentionally small. One senior operator with a network of vetted subcontractors and a set of internal tools that let me manage operations across multiple firms without cutting corners. No junior associates learning on your dime. No layers between you and the person doing the work.
When you work with SMOPS, you work with me directly. Slack, email, video. I manage every deliverable and stay accountable for the outcome.
Who I Work With
Most of my clients are independent RIA firms running Redtail, Wealthbox, or Salesforce. I handle CRM management, workflow automation, meeting prep, client lifecycle monitoring, onboarding, data quality, and compliance documentation. The goal is simple: your practice operations run smoothly every month without your team thinking about it.
I also work with a handful of B2B SaaS companies on Salesforce administration, HubSpot, revenue operations, and integrations. Same approach, different industry.
How I Think About the Work
Build it clean, hand it off clean.
Everything I build uses platform-native patterns and clear documentation. If you ever outgrow me, any competent ops person can pick up where I left off.
Outcomes over tools.
I don't sell software. I sell operational results. The technology is the how, not the what.
Stay until it works, leave when you're ready.
Month-to-month engagements. No lock-in. Most clients stay for years because the work is good, not because of a contract.
Want to work together?
30 minutes. No pitch, no pressure.