Scaling Team Operations and AI Integration

Host Chris Arnold talks with Chelsea Ransom-Cooper, Chief Financial Planning Officer at Zenith Wealth Partners, about building scalable processes while serving 300+ families and nonprofits with a team of nine.

Chelsea shares her journey from meeting co-founder Jason through a LinkedIn connection to building a comprehensive wealth management firm during the pandemic. Now specializing in equity compensation and serving first-generation wealth builders, she discusses how technology enables their rapid growth.

Key topics:

• Building comprehensive workflows using Hubli for team coordination
• Implementing Zox AI meeting assistant across a multi-advisor team
• Creating seamless onboarding with Altruist integration
• The "AI wishlist" including automated financial plan creation and lead nurturing
• Using modular client processes for tax planning and insurance reviews
• Vision for client success dashboards and "Spotify wrapped" for finances

Chelsea discusses their mission to create a billion dollars of wealth for clients and how technology helps demonstrate tangible progress while reducing operational overhead for their growing team.

Perfect for advisors interested in team-based operations, equity compensation planning, and leveraging AI for client success tracking and business development.

Connect with Chelsea:

- LinkedIn: https://www.linkedin.com/in/chelsea-ransom-cooper-cfp-6b198346/

- Zenith Wealth Partners: https://zenithwealth.partners/

Connect with Chris:

- LinkedIn: https://www.linkedin.com/in/chrisarnold20/

- Website: https://refreshwealth.com/

- Podcast: https://open.spotify.com/show/65YiwfF2XMqLh2Xz2SiOxA?si=vtGBejiOSc6_u-Dl4Heumw

This Episode is presented by Zocks

LinkedIn: https://www.linkedin.com/in/markgil/

Website: https://www.zocks.io/