How to Build Scalable Systems Without Burning Out

Are your operations running you… Or are you running them? If you’re constantly chasing to-dos, digging through notes, or feeling like client reviews sneak up on you, your ops might be running the show.

Join us for an exclusive session with Sara Stanich, Founder of Cultivating Wealth, where she reveals how she built scalable, stress-free systems inside Hubly that keep her firm efficient, her team empowered, and her clients supported.

You’ll see how Sara’s firm:

• Aligns workflows to the full client lifecycle
• Uses automation to save time and keep it personal
• Preps for onboarding and reviews without scrambling
• Built systems that support her—so she spends more time advising, less time chasing tasks

👉 Ready to stop winging it and start scaling with intention?