Owner
CurrentOur service streamlines financial professional's career needs with independent administrative assistants, allowing better time management and productivity. Our company is a responsible, dedicated partner committed to helping clients get the most from business, as well as growing and nurturing new opportunities.Provides executive services to Financial Wholesalers in the Southeast Region including schedule management, appointment reporting, territory management, marketing services, travel and expense reporting and special events planning. Manages independent contractors and provides training, support and technical assistance for an override on fees provided.Builds and maintains relationships with financial advisors and assistants to ensure appointment opportunities.