Back Office Butler

Financial representatives are invited to take advantage of Absolute Capital’s white glove service. Choose from a menu of services:

Back Office Support

• Navigate the “forms maze” for you
• Prepare pre-populated paperwork ready for client signature
• Absolute Capital Client Agreement
• Applicable Third Party Forms
• Custodial Paperwork
• Transfer Forms
• Retirement Account Set-Up Forms

• Deliver training on programs and forms – on-line, by phone or in person
• Provide pre-paid delivery envelopes – to submit forms to our home office
• Access to forms library and your clients’ summary data through your web access
• Keep you up-to-date through weekly reports and fee reallowance e-mails

Business Development Support

• Consult with you on your cases
• Prepare customized proposals for your large cases
• Attend your client meetings
• Provide you with practice management ideas
• Support your seminar initiatives
• Confer with you on lead generation campaigns – subject to approval by your broker/dealer

Experience white glove service from Absolute Capital Management!