Practical Activation
Operate the Practical Way
About
Practical Activation (PA) provides operations consulting services for startups and established businesses in a wide range of industries, specializing in financial services and Fintech. From concept to activation, PA provides the operational knowledge and support to allow you to focus on your clients, services and product while we enhance your business model.
Practical Activation allows business owners the flexibility of achieving their operational goals without the hassle of hiring a full time COO.
Services
Start-Up Infrastructure
Whether you’re a serial entrepreneur or looking to gain independence and ownership, let PA activate the necessary infrastructure to realize your ideal business model.
Operations Consulting
Have a specific project that’s been put on the back burner? Looking to enhance your value proposition and business model? Lacking firm-wide policies and procedures? Expanding and opening a new office? We’ll get our hands dirty while you focus on what’s most important to you, your clients.
Outsourced COO
Vendor management, contract negotiations, technology implementation, client onboarding; PA will take on the role of outsourced COO so that your operational aspirations can become reality.
Meet Your Dedicated Consultant
Marshall Smith
Founder/Chief Activation Officer
Prior to starting Practical Activation, I was Chief Operating Officer of a Los Angeles based SEC Registered Investment Advisory (RIA) firm that specializes in providing comprehensive financial planning and sophisticated investment advice to high net worth clients.
As COO I managed and oversaw all aspects of the firm including operations, accounting, technology, compliance, HR, trading, new business, billing, sales, office maintenance and expansion.
Previously, I held positions in operations, compliance and investment advising.
I have a B.S. in Finance from the University of Rhode Island and I reside in Culver City, CA with my wife and daughter.
With 15+ years of services industry operational leadership and support, I help businesses achieve optimal operational efficiency by developing and implementing processes, installing critical systems/metrics, and managing firm wide strategic initiatives.
Contact
Practical Activation
msmith@practicalactivation.com
(310) 699-0814
Los Angeles, CA