The long-term security of your business is imperative. Consumers have countless choices in financial advisors and that means you have to stay at the top of your game. Enter ESA.
More Face Time with Your Clients
Your time is better spent face-to-face with your clients. Leave the scheduling to us.
We help track and schedule your annual reviews. We also make satisfaction calls to new or existing clients.
Enhanced List Management and Lead Dispositioning
We determine if your cold leads are interested in your services, making your prospecting more efficient.
Expanded Event Management
Our associates can help coordinate your events – from booking the venue and making sure you have the right equipment to invitations and follow-ups, we can take the hassle out of planning.
More Personalized Contacting
We achieve more live call answers and return calls by using local phone numbers, including your office number.
We also provide services such as CRM maintenance, tracking annual reviews, distributing email and written correspondence, and arranging client check-ins.
"A strategic partner can give you a healthy dose of accountability for your credibility-building strategy."
-Evan Beach, CFP
Above all, ethical practices
Personalized Success Plans
Increased Calendar Activity
Time-saving Territory Organization
Continuous Data Refinement
Outlook & Calendar Integration