Advisor Resources
Virtual Specialist Support Resources
Maximize your time. Maximize your earnings.
Our Virtual Specialist Support team handles the day-to-day details so Advisors can focus on driving revenue. We empower our Advisors by streamlining processes and simplifying operational needs, all while delivering exceptional support.
Meet the Team
-
Angela Boykin-Wiley
Manager of Virtual Support Services -
Sophie Syska
Virtual Specialist Support -
Barbara Tesauro
Virtual Specialist Support
operational assistance
We help you save time and remain focused on growing your business.
- Assist with new account establishment, account maintenance, trading, moving money, and transfer requests
- Resolve time-consuming tasks, client notifications and spearhead escalations
- Maintain regular and proactive communication with clients, improving satisfaction and retention
- Provide Account View assistance with activation, and end client support
- Calendar management, schedule appointments and assist with meeting preparation
dedicated support
We offer dedicated support to help build efficiency within your business.
- Dedicated specialist and single point of contact for you and your clients
- Client relationship management (Salesforce/Redtail)
- Liaison to help execute marketing initiatives on your behalf (Marketing on Demand, FMG Suite, Marketing Regulatory Review)
- eMoney/Wealthvision support
flexible service
We offer flexible and affordable service contract terms for your business needs.
- Scale services up or down based on workload, business growth or seasonal demand
- Operate from anywhere, providing continuous support regardless of location
- Customizable menu of services tailored to your unique business needs
Virtual Admin Services
Interest Form
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