SEO & Growth Phelps Financial already has some digital marketing activity, using Google Search Console and a Drupal-based site. There is opportunity to expand lead generation through enhanced SEO, content marketing, and CRM-driven campaigns to grow client inquiries.

Tech Modernization The current stack suggests legacy components that may burden maintenance and security. Opportunities exist to modernize the web platform with upgraded CMS or hosting, security hardening, and managed services to reduce risk and downtime.

Compliance & Security As a financial services firm, there is a need for affordable compliance support, data protection, and disaster recovery planning. Offering SOC 2 readiness, encryption, and backup solutions could be a compelling fit.

Onboarding Automation SMB clients benefit from streamlined onboarding and back-office automation. Propose CRM integration, automated KYC/AML checks, e-signature, and document management to accelerate client acquisition and service delivery.

IT & MSP Partnership With a lean staff, Phelps Financial is likely to rely on external IT support. A managed services or white-label tech partnership could cover hosting, security monitoring, and software integrations, enabling scale as they grow.