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Knowledge Bank

Financial industry news and events for RIAs.

3 min read

Tired of waiting on hold? Learn how TradePMR approaches service for RIAs.

Apr 14, 2022 2:27:37 PM

We believe that genuine white-glove service is a one-to-one service, not lip service.

Your call is important to us. Please stay on the line while we connect you with a representative... 45-minutes later, you’re right where you started. Sound familiar?

We’ve all been through this situation – the endless phone queue. Half the time, if you’re lucky enough to connect with someone, the person who picks up the phone can’t even help you, and you get sent to another department (and another long wait on hold). Your time is precious as an entrepreneur and a registered investment advisor (RIA).

What happened to the old-school approach to service? When you could call a business and get an answer from someone who knew you by name and was empowered to help address your concerns?


RIAs Don’t Have Time to Hold

TradePMR’s CEO and Founder, Robb Baldwin, was an RIA before starting TradePMR. His poor experience with a custodian led him to launch TradePMR, with a specific focus on delivering service and technology built exclusively to fit the needs of RIAs.

Robb knows that having your own RIA firm means more than advising clients. Being an RIA means you’re an entrepreneur, an IT expert, and an accountant. You are also responsible for serving clients, managing your team, and growing your business.

When RIAs have questions, they need answers immediately to keep their business moving forward. They don’t have time to wait on hold to eventually connect with someone who may or may not understand their business and needs.

White-Glove Service is a Time-Oriented Service

At TradePMR, we believe that genuine white-glove service is a one-to-one service when an advisor needs it. We’ve heard the horror stories of advisors waiting weeks or months for a simple update – if it’s in our control, we work to get updates to advisors right away.

How do we do this at TradePMR? It comes down to a few main points:

  • Consistent Updates – when RIAs submit a request to our Team, they know where the request stands, what department is working on it, and when they can expect an update.
  • Available Information – we show RIAs the wizard behind the curtain. They know exactly who is working on their request and how to contact them with any questions.
  • Knowledgeable Team – consistent access to people who understand their business and are empowered to help.
  • Streamlined Conversations – no waiting in a long hold queue or wasting time with a call center. When you call, we answer. It’s that simple.



Are you tired of waiting for answers?

We should talk if you feel like you could be getting better service from your custodial service provider.

We can discuss your business, your unique needs, and if TradePMR could be the right fit for your firm.



Written by TradePMR