Myriad Advisor Solutions
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We empower independent financial advisors & entrepreneurs. Transitioning to business ownership? We can help with Tech, Telecom, HR, Marketing & more.
Do what you do BEST! Let us do the REST! Myriad Advisor Solutions strives to help financial advisors turn their entrepreneurial dreams into a reality. We assist advisors with everything associated with launching, owning, and operating an independent financial practice. We’ve designed our solutions to unburden financial advisors with the daily responsibilities associated with being a business owner. Financial advisors possess a unique skill set and vast knowledge of their industry, but often lack the experience and expertise in areas such as Marketing, Technology, Human Resources, Transition Planning, Real Estate, and more that are critical to running a successful practice. Myriad specializes in providing advisors with solutions in these areas so they can operate their firms more effectively, reduce expenses, and maximize growth.
10/01/2026
AI is changing how RIAs think about operations, but implementing the technology is only part of the equation.
Our Founder & CTO, Leigh White, was recently featured in RIABiz, discussing Mariner Wealth Advisors’ $175 million investment in 700 AI bots and what it could mean for the future of RIA automation.
We’re breaking down the article and Leigh’s perspective on what advisors should consider as AI continues to evolve.
Read the recap in our Newsroom!
https://zurl.co/A2c5V
09/30/2026
One week until the SHRM Central Iowa Conference!
Our Continuum Advantage team is ready to dive into conversations around the evolving workplace, changing employee expectations, and strategies that help organizations build stronger teams.
The world of HR continues to shift, and staying engaged with industry leaders helps us continue providing relevant guidance and resources to the businesses we support.
We’re excited for the opportunity to learn, share ideas, and bring new takeaways back to our team. Will you be attending? Reach out to connect!
Is your website ready for the way people search today?
People aren’t just searching Google anymore. They’re asking AI tools questions, researching businesses, and looking for answers in new ways.
That’s where SEO and AEO come in.
SEO helps people find your website through search.
AEO helps your content show up when people are looking for direct answers.
For independent advisors, the takeaway is simple: create clear, helpful content that answers the questions your prospects are already asking.
The goal isn’t to write for algorithms. It’s to make your expertise easier for the right people to find. Reach out to our team for a SEO/AEO Audit! https://zurl.co/tONJa
How much time does your team spend trying to find a time to meet?
Scheduling can seem like a small task, but the back-and-forth can quickly add up, taking time away from clients, prospects, and the work that matters.
Microsoft Bookings makes it easier to share your availability, let people book a time that works, and spend less time coordinating schedules.
It’s a simple technology shift that can make a noticeable difference in your day-to-day operations.
Get more from the technology you already have. Visit our website to explore our technology services. https://zurl.co/9Xa2u
09/26/2026
Today, we’re celebrating the HR professionals who keep businesses moving and people supported.
From hiring and onboarding to compliance, benefits, and everything in between, HR is a lot to carry. The right support can make all the difference.
Happy HR Professionals Day to everyone at Continuum Advantage
Cyber threats don’t wait for a convenient time.
From phishing attempts to compromised credentials and evolving security risks, protecting your firm takes more than a firewall and a password.
MASDefense helps financial professionals strengthen their security posture, protect sensitive information, and stay prepared for what’s next.
Because when your clients trust you with their financial lives, security matters.
Visit our website for more information! https://zurl.co/lnXBm
09/24/2026
An AI-generated logo won’t build your brand.
Sure, AI can generate a logo in seconds. But a logo is only one piece of your brand.
Your brand is how you show up, how people recognize you, and the impression you leave long after the first interaction.
A strong brand requires strategy, intention, and consistency—not just a prompt.
Because anyone can generate a logo. Building a brand that actually represents your business? That takes more.
At Myriad, we help advisors build brands designed to grow with their business—not just look good on a screen.
https://zurl.co/6K9jI
What happens to your business when you’re no longer the one running it?
Succession planning isn’t just an exit strategy. It’s a strategy for protecting the clients, team, and legacy you’ve spent years building.
The best time to plan for what’s next? Right now.
Myriad helps advisors build thoughtful succession strategies that put the future of their practice on solid ground. For more information on how our team can be your strategic partner in what's next, visit our website!
https://zurl.co/6NFw0
09/22/2026
One week to go until AppDirect Thrive!
Aimee and Shane are getting ready to join industry leaders and innovators for an exciting week of connection, collaboration, and conversations around the future of technology.
We’re looking forward to learning, sharing ideas, and connecting with others who are passionate about helping businesses work smarter and grow stronger.
If you’ll be at Thrive, be sure to say hello, we’d love to connect!
💡 Practice Management Mondays 💡
Growth can happen quickly, but building the infrastructure to support that growth takes time.
Don’t wait until your team is overwhelmed, your processes are stretched, or client service starts to suffer.
Build capacity before you need it; Invest in the right people, processes, and technology now so your firm is prepared for what’s next.
Plan for the growth you want, not just the workload you have today. Reach out to our team at Myriad to learn more efficient ways to build an efficient path forward.
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Address
2520 SE Encompass Drive, Suite 200
Waukee, IA
50263
Opening Hours
| Monday | 7am - 5pm |
| Tuesday | 7am - 5pm |
| Wednesday | 7am - 5pm |
| Thursday | 7am - 5pm |
| Friday | 7am - 5pm |
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