Absolute Capital: The Back Office Butler

(Absolute Capital) Financial representatives are invited to take advantage of Absolute Capital’s white glove service model which will put time back in your day. Choose from a menu of services:

  • Prepare all necessary paperwork…pre-populated and 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
  • 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
  • Partner with you to unlock new opportunities in 401(k), 403(b), 457 plans
  • Provide you with practice management ideas
  • Support your seminar initiatives
  • Confer with you on lead generation campaigns – subject to approval by your broker/dealer

Want to see for yourself how it works? Just click HERE


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