Discover the Lab Platform
BUSINESS INFRASTRUCTURE

Run Your Business. Not Your Back Office.

Scale your practice without scaling your operational headaches. Choose the infrastructure support you need to keep growing your business and your team. You keep your client relationships, accounts, and data.
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Is Your Business Infrastructure Holding You Back?

Check the statements that sound familiar:
You spend more than 5 hours a week on commission reconciliation
Compliance review takes 2+ weeks and slows down your marketing
You're using 3+ different systems that don't talk to each other
Case tracking happens in spreadsheets or your head
You've delayed hiring because payroll, HR and training feels overwhelming
Client data lives in multiple places and nothing syncs
If you checked 3 or more, your operations are costing you growth. You need infrastructure that scales with your practice, not systems that break every time you add volume.

Greatness Lab Has Proven System to Accelerate and Scale Your Growth

Access the proven systems top firms use to grow and scale their practices; the same methods that Greatness Lab's founders used to grow their Financial Advisory business to 6 brands, 700+ advisors, 20+ offices in less than 8 years. Plus, you're building equity in the platform itself - when Greatness Lab grows, your stake grows.
Below are key capabilities, services, and systems we have established to accelerate your business growth.
Operations, Back-Office Support, & Financial Management

Operations, Back-Office Support, & Financial Management

Stop spending your nights reconciling commissions and managing administrative chaos.
The bigger your book gets, the more time you lose to operations instead of selling. Let us handle the back office so you can focus on growth.
Our financial operations support includes bookkeeping, commission reconciliation across carriers, and back-office processing. You'll know what you're earning without the manual work.
When you're ready to scale, add HR and payroll support for your growing team. Need help filling your calendar? Call center services can handle appointment setting while you focus on closing business.
You get access to comprehensive operational support:
Actionable practice playbooks, templates, and standard operating procedures (SOPs) to run the day-to-day business
Bookkeeping and accounting
Commission reconciliation across multiple carriers
Back-office administrative processing
HR, payroll and training for growing teams
Call center and appointment setting
You choose what you need today and adjust as your practice evolves.
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Compliance & Regulatory Support

Compliance & Regulatory Support

Market aggressively, operate confidently, and sleep well at night.
Compliance covers more than just marketing review. You're managing licensing across states, producer supervision, regulatory requirements, suitability standards, and audit readiness. One misstep can cost you time, money, and your reputation.
Our compliance team handles the full scope of regulatory requirements. Marketing review keeps your campaigns moving without regulatory delays. Licensing management tracks appointments, renewals, and state requirements across your team.
When regulators come calling or audits arrive, our compliance team handles the response.
The real value? You can be aggressive in growth while staying clean. No more sitting on business opportunities because you're unsure about compliance implications.
You get access to comprehensive compliance support:
Marketing and advertising review
Licensing and appointment management
Producer supervision and oversight
Suitability and documentation standards
Audit support and regulatory response
Continuing education tracking
E&O coordination and risk management
Access the compliance support your practice needs to scale without regulatory problems slowing you down.
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Technology & Systems

Technology & Systems

Run your practice from integrated systems, not five disconnected platforms.
Most advisors waste hours on duplicate data entry and searching for information across disconnected systems. Your technology should accelerate growth, not create friction.
Our CRM manages all client and prospect data in one place. Client portal gives your clients secure 24/7 access to documents and information. Document management with e-signature lets you go paperless without losing control.
Case tracking follows applications from submission through placement across carriers. When technology problems arise, IT support handles troubleshooting so you're not playing tech support for your own business.
You get access to:
CRM for client and prospect management
Client portal for secure document access
Document management with e-signature capability
Case tracking across multiple carriers
IT support and helpdesk services
Cybersecurity and data protection
Choose the technology systems that eliminate friction in your practice and add more as you scale.
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Office Setup & Facilities

Office Setup & Facilities

Every practice needs a workable space. We share a simple playbook to choose, lease, and set up an office that fits your team and client experience. You handle the search and vendors; we stay lean and non-controlling.
This removes guesswork on layout, signage, and verification. You get clear steps and quick reviews at key points, including getting your location ready for Google Maps.
You get access to actionable playbooks and guidance for:
Space selection basics
Lease guardrails
Layout considerations by team size
Signage guidance and ordering basics (vendor handoff)
Google Business Profile (Maps) verification readiness
Readiness checkpoints
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Infrastructure Services for Growing Advisory Practices

Choose the support you need without surrendering control of your business.
You decide which services make sense for your practice today and add more as you scale. We're built to support your growth, not dictate how you run your business. With accountability and performance monitoring, you can always adjust as you scale.
BUSINESS INFRASTRUCTURE
COMMUNITY & COLLABORATION
GROWTH ACCELERATION
LEADERSHIP & TRANSFORMATION
RECRUITING & ONBOARDING
WEALTH BUILDING

Services We Offer

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THE GREATNESS LAB

Featured Transformations

Lat Wealth Management
David Globke - Founder of Lat Wealth Management
"If you've ever considered moving from advisor to business owner, if you've ever felt you wanted to develop and train others to be great in this industry, the time saved by me joining Greatness Lab is immeasurable. The platform that already exists for you to plug in and make real impact is nothing greater."
DAVID GLOBKE
The Journey

$3.5M

$5M

20+ years
Finance
25
Advisors
3x
Valuation
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Ignite Financial Advisors
Martin Montana founder of Ignite Financial Advisors in Tampa Florida
"I wanted to build my own firm, but I didn't want to create everything from scratch. Greatness Lab gave me the roadmap, the systems, and access to hundreds of advisors running the same model. The responsiveness is world class. I get answers in 30 minutes. They handle the backbone. I focus on building my firm."
Martin Montana
The Journey

$2.25M

$4.8M

750-1,200
Clients
25-30
Advisors
45%
Margin ↑
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Florida Financial Advisors
tommy nickerson executive vice president florida financial advisors
"Take a chance on it. You don't know what you don't know. Everything I've learned so far has taught me that there's really no better place than this organization if you want to get to the next level or you just want to get better at what you're currently doing."
Tommy Nickerson
The Journey

$1.2M

$35M

0 → 76
Members
400+
Advisors
$35M+
Production
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Common Questions Advisors Ask About IMO Back-Office and Infrastructure Support

With Greatness Lab IMO back-office and infrastructure support for advisors, what services are included by default and what can I add on?
Every independent advisor on the Greatness Lab platform gets core tools: a CRM, a client portal, and compliance support. From there, you add the back-office services your practice needs. Some firms choose full back-office support. Others pick specific services such as commission reconciliation, new business processing, or IT support. You decide what to start with and can adjust as your practice grows.
Greatness Lab’s compliance team covers the key regulatory needs for independent insurance and financial advisors. That includes marketing review, licensing and appointments across states, producer supervision, suitability standards, audit response support, continuing education tracking, and coordination around E&O requirements. You have experienced compliance professionals helping you stay within the rules while you focus on growth
Yes. Our back-office team tracks commissions from your carriers, reconciles payments against expectations, and flags discrepancies. You get clear reporting without spending hours verifying statements or chasing missing commissions.
Greatness Lab’s IT team helps with the technology you use through the platform: CRM, client portals, document systems, case tracking, and related integrations. We also support secure remote work setups and basic cybersecurity practices. The level of support depends on the technology bundle you choose and can expand as your practice and team grow.
Absolutely. Many advisors keep providers that work well and add our services where they have gaps. Others transition everything to consolidate under one infrastructure provider. We coordinate with your existing bookkeeper, compliance consultant, or technology vendors based on what serves your practice best.
Our team handles extracting client records, policy data, and commission history from your previous systems and setting up your new infrastructure. We manage the technical transition so you can keep serving clients without disruption.
It works for both. Solo advisors gain access to infrastructure they would struggle to build on their own. Larger teams get operational support that scales as they add producers and locations. You start with the level of infrastructure that fits your current size and expand it as your firm grows.

Build Your Firm Without the Operational Burden

Get operations handled so you can focus on growth.
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Discover the Lab Platform