Slide

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

Enhanced Communication

You can expect

Weekly calls to discuss priorities, in-process items & new
requests

Personalized Slack channel to ensure expedient communication
& initiate service requests

Dedicated Concierge email address for added direct
communication

Open Item Tracking Tool, accessible by advisors, to provide
transparency on activity status

Slide For more information on what Dynamic Concierge can do to lift the administrative burden from your practice, contact Dynamic today. (877) 257-3840 joinus@dynamicwealthadvisors.com