Financial Advisor Practice Management

The Virtual Practice Management service offered through Good Life is a way for financial advisors to leverage support through an outsourced office assistant. This program is offered to all affiliated financial advisors and can be utilized on a temporary or permanent basis. With the use of modern technology, all phone calls, e-mails, and physical mail can be forwarded to your virtual practice manager. Weekly meetings will be arranged to lay out tasks for the upcoming week. Calendars will be synced and assistants will communicate messages periodically throughout the day as needed to keep you abreast of all happenings within your office.

ADMINISTRATIVE SUPPORT

• Answer phones
• Prepare applications for client appointments, scan and upload documents
• Process account opening documents
• Handle notifications regarding any account issues
• Track account transfers through CRM system, notify advisor when accounts are funded
• On call to contact the service desk
• Submit items to compliance and track progress

CLIENT RELATIONSHIP MANAGEMENT

• Run reports and monitor client database
• Track and monitor client events and associated tasks
• Run and monitor mass communication campaigns through your CRM system

EVENT PLANNING

• Schedule date, time and location with all vendors and facilitate reimbursement
• Create invitation and submit to compliance for approval
• Mail invitation to clients and handle all RSVPs