MONTHLY SERVICES – 60 hours per month up

RETAINER PLANS – 100 hours up for a 1-3 month period

• 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)
• Manages your calendar
• Tracks your ongoing requirements for continuing education (CE)
• 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