BACK OFFICE SUPPORT

 

PAPERLESS SOLUTION

We have a paperless filing system that truly makes your office paperless. You can have total access to your client files from anywhere that has the internet. 


REMOTE ASSISTANCE

You have access to our team of Remote Assistants, at a hourly charge. They can function as if they were directly in your office - dealing with your day to day client paperwork and CRM, account updates, scheduling appointments, etc. 

Please email remotesupport@advisorspride.com for more information.  


Through our Remote Assistance Program, we do offer a phone answering services, separate or packaged at a minimal charge, to keep you from getting distracted by your office phone while in the office. Our goal is to keep your office functioning as smoothly and efficiently as possible.

Please email remotesupport@advisorspride.com for more information.

PHONE ANSWERING SERVICE


LPL 360 TEAM ACCESS

LPL has built a customer service team that is only available to the larger OSJ offices. As a member of our Advisors' Pride group, you will have access to the 360 team from day one of joining.


Many advisors spend hours of their time trying to resolve issues with the home office or sponsors situations. We have resources that will get those issues resolved faster.

PROBLEM RESOLUTION


With our recommended client management software, we have built efficient processes that we share with our members to get them up and running quickly and efficiently. From your day-to-day processes to your big marketing events or projects, please email support@advisorspride.com for more details.

REDTAIL CRM PROCESSES & ASSISTANCE


Paul Hoffman has been an OSJ Principal for over 30 years. He and our our other LPL Registered Principals, use that experience to help keep offices in compliance with LPL policies, FINRA and state rules and laws.

Please email compliance@advisorspride.com for more or quick compliance support.

COMPLIANCE SUPPORT


If your objective is to build your office by the addition of other Representatives, we can help in that regard. With our experience and years of networking, we are bound to have the perfect candidate for you.

Give our office a call today and we can talk through more details. 

BRANCH OFFICE RECRUITING


By working closely with a large number of advisors, we have gained practical experience in building, buying and selling practices. 

STRATEGIC BUSINESS PLANNING