How we Built Our Service Offering to Support Growth-Minded Financial Advisors
TradePMR started with one big goal in mind: to offer RIAs a custodial service provider that understands their needs and provides support and technology designed to facilitate their success. For more than 20 years, we feel like we’ve done just that.
Having such a narrow focus limits the advisors that we can work with. We like it that way.
We know that we’re not for everyone, and everyone’s not for us. We don’t have a cookie-cutter offering to fit the needs of every advisor - we are designed specifically, and unapologetically, for RIAs. Beyond that, we work best with progressive RIAs who are growth-minded; advisors that can benefit from white-glove personalized service that moves at the speed of their business.
We learned early on that to achieve our lofty goals we needed to approach service differently, putting timeliness front and center.
What is Time-Oriented Service?
Time-oriented service is just that – service that is there when you need it. At TradePMR, we appreciate that growth-minded RIAs are handling the range of complexities that come with running a business and can’t waste time waiting for answers to important questions.
Many advisors we work with come from a wirehouse background or have other experience working for larger organizations. Making the move to the RIA model means more control, but it also means less back-office support. We understand the challenges these RIAs have at each stage of their evolution and have set out to help.
When selecting a custodial service provider, these advisors have to make a decision: do they go with a big-name provider, or do they opt for a more boutique experience like TradePMR? From our perspective, one of the big benefits of joining a boutique provider like TradePMR is our commitment to time-oriented service.
So, what does time-oriented service look like at TradePMR?
Time-oriented service is about matching people with processes. At TradePMR, we look to balance automation within our Fusion platform with high-touch service from our team. By combining advisor-driven technology with seasoned professionals, we aim to offer advisors:
- Consistent Updates – when you submit a request to our team, you will know where the request stands, what department is working on it, and when you can expect an update.
- Available Information – we show you the wizard behind the curtain. You will know exactly who is working on your request and how to contact them if you have any questions.
- Knowledgeable Team – consistent access to people who understand your 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.
At the end of the day, the faster we can address your needs, the more time you can spend serving your clients and running your business.
It seems service has been declining across industries for decades. It can be hard to find a phone number for some companies, and even harder to connect with a support person once you find the number. TradePMR is working to reverse that decline in service by offering real support from real people.
Are You Ready to see if Time-Oriented Service Could Benefit Your RIA?
If you’re interested in learning more about how TradePMR’s approach to service could benefit you and your team, we should talk. We can discuss your business, your goals, and if TradePMR could be the right fit for your RIA.
But don’t take our word for it. Hear from Fusion users directly.
