Service Model

Where do we add value?

1. During the discovery process, we will take a close look at your service model and client experience
2. We will make recommendations on streamlining your operations and offer ideas on how to improve your processes
3. We will make sure your processes make your clients feel like "Raving Fans"
4. While we are NOT compliance experts, we will take a broad look at your program to determine if corrections need to be made or further outside assistance is needed

Your firm's service model encompasses many different pieces. It includes your operations, compliance, how you're paid and most importantly, the experience your prospects and clients receive.

At Back Office Advisor, we will examine each of these aspects with you and make recommendations on how to improve them. Then, we will help you implement these action steps so you can be assured the follow up is taking place.

What kind of experience do you want your prospects and clients to receive and do they receive it on a consistent basis? Again, we will talk this through with you and help you develop processes for delivering your service model on a consistent basis.

Additionally, have you "survived" an SEC audit yet? Are you ready when they come knocking at your door? We can help you take a look at your program and plug any holes if necessary.

Do you have an operations manual in place to assure compliance with your directives? Did you know that an operations manual can increase the value of your practice? But more importantly, an operations manual can give you peace of mind knowing that your firm is being driven in the manner you direct and can bring new employees up to speed much more quickly if you should experience turnover.

The chart below is not meant to be inclusive but is designed to give you an idea of the pieces that go into your service model.