The new program provides a dynamic team dedicated to perform an enhanced level of administrative services, an alternative solution to hiring staff or contracting with a virtual assistant
PHÃNIX, June 16, 2021– (BUSINESS WIRE) – Dynamic Advisor Solutions dba Dynamic Wealth Advisors, a professional service provider for wealth advisers, today announced Concierge, a premium personalized service for advisory practices across its network. An alternative solution to outsourcing to a virtual assistant or hiring staff in a firm, Concierge provides a dedicated team at Dynamic to perform administrative tasks. Dynamic’s US network includes approximately 80 wealth advisory firms and includes independent advisor representatives (IARs) and registered investment advisers (RIAs), serving nearly 4,500 clients and approximately $ 3 billion in assets.
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Dynamic Advisor Solutions announces Concierge, a premium service that provides wealth advisers with a dedicated team to perform an enhanced level of administrative services, an alternative solution to hiring staff or contracting with a virtual assistant. (Graphic: Business Wire)
Developed in response to advisors’ concerns about having to spend their time entangled in administrative details with their clients, Concierge is comprised of Dynamic team members with years of industry experience and training on providing customer service and managing operational challenges. Concierge professionals also have in-depth knowledge of Dynamic’s systems and its integrated platform, Wealth360.
The new program frees up time for advisors, allowing them to transfer responsibility for onboarding clients and ongoing account service items related to clients to a dedicated concierge team member. Through regularly scheduled virtual meetings, counselors deliver their tasks and instructions to a concierge professional who organizes and manages the client account and related tasks, based on an advisor’s preferences and practice priorities. Instead of the advisor having to enter elements into a customer relationship management system, the Concierge team member takes care of all the data entry as well as the preparation of documents, customer follow-up and preparing for meetings.
According to Jim Cannon, CEO of Dynamic, the concept of Concierge as a premium service option for advisors has become a necessity as more and more practices have requested higher level support and evolved into a service model. virtual with their clients. âA few creative leaders on our team designed Concierge with the goal of providing a white glove service tailored to the consulting practices supported by Dynamic,â Cannon said. âWe started offering it last year as a more productive alternative to hiring, training and managing an employee or contract virtual assistant,â Cannon said.
Dynamic advisors Tom McCann, CFPÂ® and Brian Bucell, CFPÂ® of Crestview Capital Management, Agoura Hills, Calif., Implemented Concierge last summer. âOur technology-driven service model is a great fit for Concierge,â said McCann. “We virtually serve many clients, either because they are not yet ready to meet due to COVID issues or because they are not local.”
McCann added: âPre-COVID, we worked with a virtual assistant while working full time out of our office and quickly found that this service model was not right for us because we were doing more administrative work than we were. The Concierge model allows for more customization in terms of scheduling client review meetings and calling both prospects and clients for paperwork tracking, a big plus. “
The standard Concierge service for Affiliated Wealth Advisors includes up to 30 Concierge hours per month; a 10 hour option is also available. For more information on Concierge, contact Dynamic at (877) 257-3840 or firstname.lastname@example.org.
About Dynamic Advisor Solutions dba Dynamic Wealth Advisors
For successful wealth advisers looking to take their practices to the next level, Dynamic Advisor Solutions is a professional service provider, offering a complete business solution, myVirtualPractice â¢, to create efficiencies so advisors can focus on providing exceptional customer experiences. For more information, visit dynamicadvisorsolutions.com.
Dynamic Advisor Solutions, LLC dba Dynamic Wealth Advisors is an SEC registered investment advisor. Investment advisory services are offered through Dynamic.
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