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Client Updates

Pandora’s Question
Account Adminstration | Breach | Client Updates | Custodians | Dual Authentication | Equifax | Fidelity | Fraud | Pandora's Box | Password | Processes | Questions | Restrictions | Schwab | Security | TD Ameritrade

Pandora’s Question

BySherry Carnahan 2017-09-282017-09-29

An Advisor of ours posed the question, “In light of the Equifax issues, have we experienced any problems with opening new brokerage accounts?” My immediate response would have been, “Negative” just because I hadn’t been having any problems with accounts. But to be certain that the accounts I have been working on were not the…

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Have Your Heard What’s New?
Account Adminstration | Back Office Support | Beneficiaries | Business | Client Updates | History | Practice Management | Processes | Technology | Thinking Outside The box | Total Office | Value-added | Virtual Assistant

Have Your Heard What’s New?

BySherry Carnahan 2017-01-092017-01-09

With everyone thinking of fresh and new, now is a good time to send out a call for updates from clients on what has changed in the past year. From our experience, clients often make changes and forget to send those changes to advisors for updating. Things such as: Beneficiary updates Email, phone and address…

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