July 8, 2024
(Absolute Capital) Financial representatives are invited to take advantage of Absolute Capital’s white glove service model which will put time back in your day. Choose from a menu of services:
- Prepare all necessary paperwork…pre-populated and ready for client signature
- Absolute Capital Client Agreement
- Applicable third party forms
- Custodial paperwork
- Transfer forms
- Retirement Account Set-Up Forms
- Deliver training on programs and forms – on-line, by phone or in person
- Keep you up-to-date through weekly reports and fee reallowance e-mails
Business Development Support
- Consult with you on your cases
- Prepare customized proposals for your large cases
- Partner with you to unlock new opportunities in 401(k), 403(b), 457 plans
- Provide you with practice management ideas
- Support your seminar initiatives
- Confer with you on lead generation campaigns – subject to approval by your broker/dealer
Want to see for yourself how it works? Just click HERE
