After 20 years in Fintech, 30 years in the RIA and Broker Dealer world and as owners of firms we will quickly get to the bottom line to see if we can add value over top of your existing technology stack. Our executive team has over 65 years combined experience. Tim worked at the home office of Cambridge Investment Research, Inc. and was licensed at Cambridge for 15 years, additionally worked at Redtail for 10 years ending as Executive Vice President.
As a result of our initial work, you will be shown your options going forward, all designed with your available time and budget in mind. No gouging here, no hidden costs or surprises. What you see is what you get.
Most of our work is directly with Enterprise, however we also serve individual advisors to help them with technology challenges. We can partner with your firm’s managers to bring ideas and solutions or we can work directly with your advisors. The outline below discusses what a direct advisor engagement might look like.
Quick Biz Check – $49
Quick Biz Fix – It’s called Quick, because it does NOT bog you down with a consulting contract or long-term agreement. It’s called Biz, because it’s NOT a lengthy training program that sucks away your time and leaves you with a block of knowledge and wondering what to do with it. It’s called the Fix, because that’s what it is!
When your kid is flunking algebra, you hire him a tutor. Together, side by side, they Focus and Fix. He doesn’t get his GPA to 4.0 overnight, but his math problem is now solved and he’s ready for the next step.
Working with us is just like that. We solve the pressing problems first, in order of importance, with the least amount of time and money from you. We streamline processes using our technology partners and tried and true systems that we use personally and are willing to share with you.
Tim Minert lives in your world. As a financial advisor, he feels the time and money crunch just like you do. He created Advisor Virtual Pro to help you with two things: Save you Time, Make you Money.
$$$ Workflow Example…
Save Time, Make Money $$$
2. This triggers an automation in your CRM to send tasks to your assistant (or you) to complete paperwork.
3. You now trigger an automated email workflow, which delivers 8 weeks’ worth of video and email onboarding messages.
4. Automation invites new client to schedule a first meeting.
5. Automation sends new client a voicemail appropriate to the engagement, thanking them for completing the form, and letting them know forms are coming. Primes the client for the next 8 weeks.
6. Changes properties in CRM we need to track (type of account, client segment, review due date) or sets tasks for your assistant (or you).
7. Send virtual assistant (or you) task to update client birthday card list.
8. Sends email to contractor to deliver appropriate thank you gift.
9. Sets up folders in my document storage system for new client, and puts documents in the appropriate folder from secure intake form.
Reminds client to schedule 1st meeting, if they haven’t already done so.
And there are only 2 points of human intervention in this process.
1) Process the new account or FPE paperwork (and possibly change some client-specific data in CRM)
2) Add them to the client card list. .
As a result of our initial work, you will be provided options going forward, all designed with your available time and budget in mind. No gouging here, no hidden costs or surprises. What you see is what you get.