Our team handles the tedious administrative tasks while you focus on building and maintaining client relationships.
Good Life’s Admin Support service allows you to take advantage of an outsourced office assistant either temporarily or permanently.
Tailored to you + your practice
Your Administrative Partner will manage administrative tasks such as:
- Send Announcement Letter
- Weekly Meeting
- Account Opening
- Asset Transfer
- Establish RMD + Move Money Requests
- Training
- Hourly/Contract and Elite Agreements Available
