Who Needs This?

Advisors Who Want A Fixed Monthly Allotment of an Average of 10 Hours a Week

• Checks your Alerts each business day and lets you know if any need your attention
• Processes Money Money transactions and keeps you updated on the status of them
• Opens new accounts and submits appropriate paperwork for related actions as directed (ACATs, beneficiary designations, Move Money instructions, etc.)
• Sets up and follows systems for recurring requirements (for example: advisory account review notes, RMDs, birthday cards, scheduling client annual reviews, etc.)
• Keeps your Client Relationship Management (CRM) system updated — or helps you build one if you haven’t setup a CRM yet
• Pulls reports for client meetings

Remote Advisor Resources is not affiliated with any broker/dealer