02.B — Join as an expertAn open invitation

We are open
to a small number
of new advisors.

We work properly with the people who join us. If you have run technology, operations, product or risk inside a wealth platform, broker, exchange or one of the infrastructure operators behind them, you are welcome to write.

Who we are looking for

People who have done the work.

  • 01You have operated inside a wealth platform, broker, exchange, fintech, or the infrastructure behind them.
  • 02You know a corner of that stack well enough to write about it under your own name.
  • 03You are willing to sign your work. Our reports are signed.
  • 04You are honest with clients about what their technology actually is, including when it is fine.
What working with us looks like

The shape of the relationship.

  • 01A working agreement and a quiet onboarding with someone on the team.
  • 02The tools we actually use: Advisor Studio, with pipeline, the assessment wizard, the deliverable builder and the training Workbench.
  • 03Transparent terms for self-sourced and Bruntsfield-sourced work.
  • 04A short certification path: shadow an engagement, lead one observed. Dropped once the work speaks for itself.
Three tiers

Pick the shape that fits the time you actually have.

Tier 01

Associate

Supporting role
Who it suits

Earlier in career; strong in a domain and willing to learn the methodology.

Engagement

Supports a lead on Diagnostics. Workbench access, structured learning, no independent pipeline.

Tier 02

Advisor

Independent operator
Who it suits

Senior operators, vendors and regulators with real time inside the stack.

Engagement

Runs Workshops, leads Diagnostics, manages own pipeline. The most common tier.

Tier 03

Consultant

Senior advisor
Who it suits

Former CIO / COO / regulator with a track record we already know about.

Engagement

Everything Advisor does, with quiet review and mentoring of newer Advisors.

Application

Someone on the team reads every note. We try to reply within a few working days.

01NameAs it would appear on a signed report.
02Most recent operating roleTitle and firm. Active, recently retired or on garden leave all welcome.
03EmailPersonal is fine if you are between roles.
04Tier you would expect to join atA best guess. We may suggest a different starting point on the call.
05A paragraph about your workWhat you would want us to know before a first call. Plain prose. The thing you are proudest of having shipped, or a decision you would have written differently.
06Time availableA rough estimate per month.
07Referred byOptional. A name we already know shortens the queue.

Writing in is not joining. If your background fits what we are looking for, we will set up a short call.