Financial advisers Early access
Annual review coordinator
Books each household's annual review, then builds a prep pack from Wealthbox the day before.
Common
For financial advisers
Hiring coordinator
Logs applicants for your client service and paraplanner roles and books calls with the ones you pick.
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 Sheets
- Calendly
- Outlook
A replay with a made-up business and made-up data, so you can see each step.
How he does it
6 steps, the same way every time, and one place where he asks you first.
- StartsEvery weekday at 9:00
- 1Collect new applicants for your open rolesLinkedIn
- 2Log each with licenses and must-haves in a sheetGoogle Sheets
- 3Ask you first who to invite to a callHe asks you first
- 4Send your picks your Calendly linkCalendly
- 5Send your no-thanks note to the ones you pass onOutlook
- 6Text you the calls booked this week
- What you getEvery applicant logged against your must-haves, and calls booked only with the people you choose.
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
Account paperwork chaser
Chases new account forms waiting in DocuSign until every signature is in, and logs each step in Redtail.
Financial advisers Early access
Call notes writer
Turns each client meeting into a Wealthbox note with tasks, and drafts the follow-up email for your OK.
Financial advisers Early access
RMD reminder rep
Reminds every client with this year's RMD still open, from your firm's email, and logs it in Redtail.