We help advisor-led firms find their stride — aligning operations and empowering teams for success today and growth tomorrow.
Our Vision
To empower small financial advising firms to attract talented advisors, retain their team members, and design client-focused succession plans, while remaining independent through efficient and transparent planning.
Our Values
Empathy – We believe the best organizations care about their people.
Fairness – We believe structure and process create equity and remove ambiguity.
Alignment –We align every member of your team around shared goals and a clear mission.
Meet the Founder
“The best advisors aren’t always the best business owners. My role is to bridge that gap — to help great advisors build great firms.”
Josh Wilcox
Founder & Principal Consultant
I’m Josh Wilcox and I founded Wilcox Operational Consultants to help advisor-led firms build the structure, systems, and culture they need to grow with confidence. After more than a decade in financial services—spanning roles in advising, training, and operational leadership—I’ve seen firsthand how great advisors can struggle to scale their businesses without sacrificing client relationships.
In my current role, I’ve led enterprise operations for a network of independent offices with over 100 advisors, driving a 25% increase in network revenue in 2024. My passion lies in helping firms align their teams, simplify processes, and build organizations that run smoothly—so founders can focus on what they do best: serving their clients and growing their vision.
12 years of industry experience
University of Nebraska – Omaha MBA
LUTCF Designation Holder
Trustworthy Selling Certified Facilitator
Built & Led Advisor Training Programs
Managed 2m+ Client Assets
Licensed in Life & Health; Series 6, 63, 65, & 26
FAQs
Why are you doing this?
We believe there the financial industry is evolving requiring firms to create career paths for advisors instead of traditional franchise-like opportunities. We believe we can inspire trust in the current generation of leaders allowing them to step away from their business enjoying the fruits of their labor. We believe this can only be achieved through thoughtful planning and operational efficiency allowing firm leaders and team members to have the confidence required to trust one another implicitly.
What sets you apart in the industry?
We offer a customized, empathetic experience for all our clients. We work to meet you and your team where they are, learn about your unique needs and issues, and guide you through the process of change. We know change creates friction even if we move to a better path and we are here to help you manage this change. We want to help you get out of the details of managing your business and back in front of the clients you love.
How do you work with your clients?
Our process blends structure and empathy. We begin by assessing your current systems and listening to your team’s experiences. From there, we:
- Analyze your organizational strengths and bottlenecks.
- Design practical structures, workflows, and growth plans.
- Implement changes with buy-in and communication.
- Empower leaders and staff through clear accountability and career paths.
By the end of each engagement, firms gain confidence to grow — without losing focus on their clients.
What do you do when you’re not working?
Living in Denver, CO if we aren’t working we’re probably outside! We love to hike, run, and bike our way through our home city and the surrounding mountains. We’re parents to two amazing dogs, and three wonderful cats who keep us busy. When we’re inside you’ll find us reading a good book, playing video games, or catching up on the latest TV and movies.
Wilcox Operational Consultants 