WHO NEEDS THIS?

• An Advisor or team  who wants to offload non-securities related work to free up his/her time

SERVICES:

• ☐ Scheduling appointments (does not include cold-calling)
• ☐ Mailings – birthday cards, anniversary cards, client gifts
• ☐ Seminar – invitation mailings, confirmation of attendance, follow up for appointments
• ☐ Calendar Management and Travel Arrangements
• ☐ Some Social Media posting

Remote Advisor Resources is not affiliated with any broker/dealer or financial institution