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Premium, Personalized Service
For growing advisory practices
Concierge is a client-facing solution for wealth advisors seeking to:
- Enhance their productivity & client experience
- Engage clients in a virtual service model
- Get support with scheduling client review meetings, meeting preparation, client reporting & onboarding, client & prospect outreach, and more
White Glove Service
Tailored for Dynamic advisory practices
Hand-off your client onboarding process and ongoing client-related account services to a dedicated Concierge team member.
Organization and management of client account and related tasks
include full-service support for:
- Service request creation & submissions
- Client & account setup & maintenance in Wealth360™
- Data entry & paperwork preparation
- Client follow up & meeting preparation
- Salesforce & Orion reports, data query & usage
Dedicated Dynamic Team
Working for you and with your clients
Knowledgeable Concierge professionals possess:
- Strong industry experience
- Training on delivering exceptional advisor & client service
- Experience managing & escalating operational challenges
- Deep knowledge of Dynamic systems & processes
You can expect
Weekly calls to discuss priorities, in-process items & new
Personalized Slack channel to ensure expedient communication
& initiate service requests
Dedicated Concierge email address for added direct
Open Item Tracking Tool, accessible by advisors, to provide
transparency on activity status
Contact Dynamic for your free consultation
Schedule a demo today to find out more and meet the team!
Click for Dynamic’s Form CRS (Client Relationship Summary) and Dynamic’s ADV Firm Brochure. For additional information click here.
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Dynamic Advisor Solutions, LLC dba Dynamic Wealth Advisors is an SEC registered investment advisor. Investment advisory services are offered through Dynamic. You can learn more about us by reading our ADV. You can get your copy on the Securities and Exchange Commission website. See https://adviserinfo.sec.gov/IAPD by searching under crd #151367. You can contact us if you would like to receive a copy by calling 877-257-3840 x720.