A virtual solution for your administrative needs
Don’t be Overwhelmed with Administrative Tasks.
We have a Solution for our Financial Advisors.
Financial Resources Group is proud to announce we have entered into a pilot phase of launching our very own Virtual Admin Program! Dedicated to helping you become more efficient in your practice through turn-key virtual administrative assistance, our Virtual Admin Program will be your resource for exceptional support so you can focus on growing your practice!
The Virtual Admin Program will provide dedicated solutions for your practice:
- Dedicated specialist for single point of contact for advisors and their clients
- Client relationship management and appointment scheduling
- Meeting preparation by providing client reports and statements
- Navigating Client Service Requests within LPL and Direct Business
- Assist with new account openings, trading, move money and transfer requests
- Resolves time consuming NIGO’s and other client notifications
- A resource to help clients to retrieve copies of statements, tax documents and RMD’s
- A liaison to help execute marketing initiatives on your behalf (MOD, ACT, C-MAX, etc.)
…AND MUCH MORE!
More details will be announced in the coming months so stay tuned to our social media accounts for further details!