Client Servicing
Your ROI Begins with Your Servicing Strategy
With two service options—Service Flow and Service Forward—you can either focus on servicing essentials like custodian paperwork, workflow implementation, and operations, or scale quickly with support in financial planning data input, all without the need to train your staff.
Setup includes (depending on the service): SMART Goal Review, Systems Review, Workflow Review, Business SWOT, Niche Analysis, and Niche Strategy.
Why We’re Different
- Available 9am – 5pm Eastern
- Skilled with major custodians like Charles Schwab, Fidelity, and SEI
- Proficient in industry-leading CRMs including Redtail, Wealthbox, Hubly, and Advyzon
- Adaptable to evolving business needs and processes
- Additional technology training is non-billable to clients
- Ongoing HR and team support provided
Are You a Good Fit?
You may not be a good fit if
- Your clients frequently have immediate requests
- You and your clients prefer to communicate in-person or via phone
- You are currently challenged with business planning and direction
- You need a team member who will work certain times during the day
- You need early-stage foundational clarity around your services, vision, and workflows
- You seek full-time receptionist services, lead qualifying, or trading support
You may be a good fit if
- Your business has stable revenue for at least 1-2 years
- You need to replace a lost part-time W-2 or 1099 team member
- Your current COO or operations associate needs assistance
- You want to promote or add new employees away from back-office functions
- You want to merge, acquire, or retire your business
- You love to collaborate and harness new ideas
It’s Time To Remove The Bottlenecks!
- Work with a dedicated client servicing virtual assistant
- Retainer hours do not roll over
- Available in 3-month, 6-month, or annual commitments
- Pricing for Service Flow starts at $1,500 per month for 20 hours (One-Time Setup Fee of $800)
- Pricing for Service Forward starts at $1,700 per month for 20 hours (One-Time Setup Fee of $1,000)
