Greenstone Private Wealth
Our company is a financial services company that strives to make a significant impact on each client we work with by creating an enjoyable, efficient and unique client experience. We’re looking to implement solutions and strategies to scale and streamline the client and advisor process.
https://www.greenstoneprivatewealth.com/
What is the main goal for the project?
Here is a brief description of the ideas of what I’m thinking but open to your feedback.
· New client intake form
· Levels of service offerings to clients
· A structured process each client and advisor will go through from introduction, recommendation, implementation and follow up
· Marketing and scaling tools to help grow the business.
· Open to various ideas and happy to chat and brainstorm some strategies.