Quaker Wealth Management

CERTIFIED FINANCIAL PLANNER™

Wealth Mgt Mixtape Podcast

Host

WNC Capital Corp

Regional Vice President

LEAF Financial Corporation

Certified Financial Planner™ @ Quaker Wealth Management | Investment Strategies

As a CERTIFIED FINANCIAL PLANNER™ at Quaker Wealth Management, I help clients achieve their financial goals and dreams through personalized and comprehensive financial planning and investment advisory services. I have more than 12 years of experience in the wealth management industry, working with individuals, families, and businesses across various stages of life and financial situations.

In addition to my role as a financial advisor, I am also the host of Wealth Mgt Mixtape Podcast, a platform where I share my insights, perspectives, and stories on topics related to investing, financial planning, and human behavior. I am passionate about educating and empowering people to make informed and confident financial decisions, and to enjoy the journey of wealth creation and management.

Jake Heisler, CFP®

You’re losing valuable time managing emails, prepping meetings, and entering data.

You even struggle with onboarding clients and handling paperwork.

Meanwhile, other financial advisors spend their precious time handling real clients and growing their businesses.

The problem isn’t that you’re disorganized. 

It’s that you don’t have the right system to make your work fast and efficient.

Financial planning is more than numbers. 

I understood this when I worked as a paraplanner for U.S. advisors in 2022.

I gained deep experience in backend operations, admin, and CRM management. 

Seeing small firms struggle with hiring and scaling inspired me to found The CollabHub, where we focus on helping advisors save 15 hours weekly with repeatable systems so they can grow their businesses without drowning in tasks. 

We not only support you by taking care of your time-consuming tasks so you can focus on clients and business growth…
But we also ensure that your business runs on systems, not people, so you don’t have to retrain every time they leave. 

We handle your:
 – Admin tasks (like email, calendar, client follow-ups)
 – CRM cleanup and updates (tools like Redtail, Wealthbox, Advyzon)
 – Meeting prep and follow-up notes
 – Folder and file organization
 – Workflow setup and system management
- Tool stack design, integration and automation

Why us?
 – We fit into your systems instead of forcing new ones
 – We create simple steps anyone on your team can follow

Client outcomes:
 – Saved 40+ hours per month in admin work per team member within 3 months
 – Smooth workflows with tools that talk to each other. 
 – Cleaned up CRM and folders in 6 weeks, improving client meeting flow
 – Reduced backend costs by 40% vs. U.S. hires
 – Helped solo advisors delegate 80% of their tasks in 12 months
 – Reduced training time by almost half for new resource by building extensive training videos and   knowledge base.
 

If you're: 

Struggling to keep micro tasks from eating up your day

Seeing your follow-ups pile up

Finding yourself working weekends just to catch up…

Let’s chat.

DM me “Task” and we'll:
1️⃣ Audit your current system to understand your unique situation 
2️⃣ Guide you on the next steps for making your work flow with ease
3️⃣ Set up our Advisor Efficiency System so you can focus on your clients.


#SmartDelegation #AdvisorSupport #TheCollabHub

Mohammad Aamish Aaftab, CFP®

taplio

The Battle

Jake Heisler, CFP®

Mohammad Aamish Aaftab, CFP®

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