👋 Hi, I'm Ryan Closs, Your Experienced Guide to Salesforce Success
For nearly a decade, I worked as a licensed insurance broker specializing in E&O coverage for RIA firms. I had a front-row seat to your struggles: brilliant advisors losing hours to Salesforce instead of serving clients.
In 2021, when Box Professional implemented Salesforce Financial Services Cloud, they needed a champion. I stepped up and discovered I loved making Salesforce work the way businesses actually operate. What started as helping my own company soon became a passion for solving the tech challenges I'd watched advisors struggle with for years.
I earned my Salesforce Administrator certification and started freelance consulting in 2022. Now I help firms like yours transform Salesforce from a burden into a business accelerator. I combine deep industry knowledge with hands-on technical expertise to help you achieve the operational success you've worked so hard to build.
Certifications & Experience
Our Core Values
These principles guide every client relationship and project we undertake
Continuous Improvement
We believe in iterative progress, making small enhancements that compound into significant transformation over time.
Trust
We handle your sensitive business data with the highest security standards and complete confidentiality.
Collaborative Partnership
We work alongside your team as a trusted partner, valuing every team member's input in the improvement process.
Results-Driven
Every solution is designed to deliver measurable improvements to your business operations through incremental wins.
People-First Approach
Understanding your team's needs deeply allows us to create solutions that truly serve your business goals.
Sustainable Growth
All implementations are designed for long-term success with standardized processes that evolve with your needs.
The Journey from Insurance Broker to Salesforce Guide
How understanding your world led to solving your biggest tech challenge
Started Working with RIAs
Began career as licensed insurance broker specializing in E&O insurance for investment advisors, gaining deep insight into RIA operations.
Discovered Salesforce at Box Professional
When Box Professional implemented Financial Services Cloud, I stepped up as internal champion and discovered my passion for making Salesforce work for business.
Salesforce Certified Administrator
Earned Platform Administrator certification while transforming Box Professional's operations and mastering Financial Services Cloud.
Launched RIA Consulting
Started freelance Salesforce consulting for RIA firms, combining 6 years of industry knowledge with hands-on technical expertise.
Founded Future State Consultants
Established dedicated consultancy to help RIA firms transform from their current state to the future state they envision.