ProEquities ProElite Group

For our qualified advisors, ProEquities offers ProEquities ProElite, a concierge level of service which provides top producers even greater levels of service to help you better manage and grow your business.

By joining the ProEquities ProElite group, qualified advisors can expect:

 

Business Consulting Services

A full review of your business to help uncover opportunities for productivity, quality, and increased service levels.

• Assess technology and processes being used to determine potential efficiency opportunities
• Gain a better understanding of each associate’s responsibilities within the advisor’s practice
• Provide a detailed summary report with recommendations on ways ProEquities can add value

 

Relationship Based Service

We partner with advisor to help exceed goals.

• Dedicated 800 number and email address for immediate access to experienced Relationship Managers
• “One Stop Shop” support concept
• Exclusive networking opportunities with other “Top Tier” advisors

 

An “Inside Partner” within ProEquities

Our ProElite Advisors have a dedicated team of experienced Relationship Managers that serve as their liaison regarding:

• Product Support
• Operational issues, including commissions, trading, and account processing
• Compliance/Licensing issues and concerns