Bring harmony to your operational and administrative activities using outsourced support that delivers the scale and efficiency you need to grow your enterprise and the relationships you serve. We are your team – responsible for the behind-the-scenes activities that keep your business moving.
"It's amazing to witness the transformation our Member Partners experience when they are liberated to maximize the time they dedicate to growing relationships." — Philip Dubay, Director of Integration
Every area of the enterprise is important, but your time is limited. Grow and enhance your relationships while our administrative support team handles the critical but time consuming areas of your practice.
| Our Approach
Focus On What You Enjoy Most. Outsource Everything Else to Us.
Positioning your enterprise for growth requires a great supporting team so that you can focus on leading your enterprise and relationships forward. Advisors often find themselves trapped by inefficiency with too few resources and time to promote significant change and growth.
That's why we've developed a solution for advisors who want to scale their operations and gain balance without adding significant overhead and the burden of managing more resources.
Spend More Time Growing Your Enterprise & Less On Administration
We assemble the staff and processes to transform your enterprise and take responsibility for the administrative needs of the business.
Financial plan preparation and updates
Forms preparation and processing
Investment plan preparation
Data gathering and entry
Reporting and annual review preparations
Technology set up
Do you know how much your time is costing you? Let's find out.
See all of the activities and appointments coming down the pipeline — planning your time and client follow-ups with just a few clicks.
Capture Accurate & Complete Data with a Guided Digital Process
Add efficiency to the data-gathering process and eliminate back-and-forth communications. We digitize the collection of information using custom forms to gather data seamlessly and save time for everyone.
No More Wondering, Crystal Clear Visibility at Your Fingertips
See all of your client relationship activities, statuses, and what's coming up next right from your dashboard.
Pre-Schedule Communications That Showcase Your Brand or Personality
Standard communications are automated for efficiency, but each one still has the information and personal touch representative of you and your brand.
| Process & Workflows
Onboarding That Doesn't Feel Like a Struggle Anymore
Give your relationships a great experience out of the gate and throughout their enterprise journey by taking the guesswork out of "what's next?". Defined processes and support empower you to set expectations, communicate clearly, and serve all relationships with the highest degree of care.
Actionable Data to Better Support Relationships & the Enterprise
Plan your daily and weekly activities with greater clarity once your business operations become more predictable. Your relationships will benefit too when you can use data to guide improvements and decision-making opportunities.
| Your Team
We Hire, Train, & Manage the Talent, You Focus On Your Relationships
We assemble the professional administrative team that works for you — getting you out of the business of resource management.
Your Brand Always Takes the Marquee Position
Your brand is the only one in the spotlight. Each team member is trained to represent your brand in a professional, friendly, and consistent manner.
Keep the Behind-the-Scenes Operations Running Smoothly
You have the power of a scalable team that grows with you and supports the enterprise so that you can focus on your relationships.
I don't believe that there was any other institution that I had spoken with or about that offered anything parallel to what I found in Founders Financial. They gave great confidence to those that they spoke to and I can honestly say that they delivered on it; everything and then some.
Carol MiskovichMember Partner since 2008
They weren’t looking for what I could give them. They were looking for what they could provide me. And they went right to my heart. And that is what they were interested in.