Absolute Capital: The Back Office Butler

The Wealth Advisor Contributor
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

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