Self-Assessment Tools: Embedding a time audit or needs assessment on your site aligns well with best practices.

Strategic vs. Checklist Roles: The distinction you make is echoed in industry research. Advisors increasingly seek either strategic partners (for process improvement and judgment-based tasks) or checklist-oriented support (for routine, repeatable tasks). Clearly defining and communicating which type you offer helps advisors make informed decisions.

Flexible Engagement: The industry is moving toward flexible, fractional, or virtual admin support—often on an hourly or contract basis. This matches your idea of offering different service tiers and pricing models.