Financial advisers Early access
Prospect follow-up rep
Follows up with prospects after a first meeting and offers a second one, until they book or say no.
Common
For financial advisers
Firm newsletter writer
Writes your monthly firm newsletter: team news, client events and office dates, with no market views.
Early access. James writes to clients only once his messages are kept in your firm's archive, the way the SEC and FINRA require, and he never gives investment advice. Book a call and we will tell you where it stands.
- Google Drive
- Canva
- Outlook
- Wealthbox
A replay with a made-up business and made-up data, so you can see each step.
How he does it
7 steps, the same way every time, and one place where he asks you first.
- StartsOn the 1st of every month
- 1Gather firm news, events and dates from your notesGoogle Drive
- 2Write the newsletter with no market views or performance
- 3Lay it out in your Canva newsletter templateCanva
- 4Ask you first before it goes to clientsHe asks you first
- 5Send it from your firm's Outlook to your client listOutlook
- 6Log the send on each household in WealthboxWealthbox
- 7Text you the replies that need you
- What you getA firm newsletter every month with your news and dates, sent from your firm's email after your OK.
This is how he starts. On your call, our engineer shapes every step around how you work: your tools, your rules, your words.
More Jameses for financial advisers
Financial advisers Early access
Client file chaser
Finds client files missing a signed form, an ID or an updated profile, and asks each client for it.
Financial advisers Early access
Service request logger
Logs client requests from your inbox as Wealthbox tasks for your team and tells each client it is in hand.
Financial advisers Early access
Hiring coordinator
Logs applicants for your client service and paraplanner roles and books calls with the ones you pick.