Client Servicing

Your return of investment starts with your operations

In a fast-paced industry, successful operational professionals lead with ambition and curiosity along with the ability to adapt to any changes your custodian throws at you. With a whole lot of savviness mixed in with a little bit of sweat, our team supports the most critical functions of any financial planning and investment management firm.

Why We’re Different

  • Available between 9am – 5pm Eastern with advisors across the United States
  • Experienced in major custodians such as Charles Schwab, TD Ameritrade, Fidelity, SEI, and SSG
  • Experienced in major industry CRMs such as Redtail and Wealthbox
  • Adaptable to changing business needs and processes
  • Additional technology training is non-billable to you as a client!
  • Ongoing HR and team support


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We’re More Than Just “Doers”

You may not be a good fit if
  • You frequently have urgent requests
  • You and your clients prefer to communicate in-person or via phone
  • You are struggling with business planning and direction
  • You need a team member who will only work certain times during the day
  • You need early-stage foundational clarity around your services, vision, and workflows
  • You are seeking a full-time receptionist, lead qualifying, trading, or in-person level 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 team 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 collaborating and harnessing new ideas

Your Amazing Virtual Assistant Is Waiting!

  • Dedicated client servicing virtual assistant
  • Retainer hours do not rollover
  • Requires only monthly commitment
  • Pricing starts at $1,125 per month for 15 hours


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