- Trusted Solutions
- Business Consulting Services
- Operations: Services & Support
- Concierge Services
Advisor Connect Program
Relationship management is the heart of our business. The Advisor Connect program provides you with a dedicated senior leader or relationship manager who proactively communicates new information and solicits feedback from you.
Fast and Friendly Customer Service
We track, monitor, and review our communication with our advisors. Our department is dedicated to providing outstanding service that contributes to your ongoing success. Some of our industry-leading metrics include:
- An average second ring call response time
- An average hold time of less than 30 seconds
- An abandoned call rate of less than one percent
Effective and Efficient Turnaround
We pride ourselves on our turnaround times. We approve and process new brokerage accounts and incoming ACATs within 24 hours.
Our Commitment to You
We stand by our Service Level Agreements (SLAs). We are committed to providing you with the highest level of service, and we consistently measure our performance to improve our standards.