What We Do

…maximizing staff time and resources while helping the advisor become more focused on client service and acquisition activities. Together with our workflow solutions, we’ll provide you with the supporting documentation, training, templates, and resources to ensure your adaptation of this program benefits and serves your firm quickly.

About the Founder

Hi! I’m Adam Cmejla, CFP® and I started Integrated Consulting & Advisory Services almost by accident after giving an off-the-cuff demonstration of our workflow system at a broker/dealer regional practice management conference in early 2014. What was supposed to be a quick 5 minute demonstration turned into a 45 minute workshop on not only how to build and create workflows but also the principles and philosophy behind why it’s important to have these systems and how they can benefit a firm…and how we couldn’t even think about running our firm and serving our clients without workflows!