ProEquities ProElite Group

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

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

 

Business Consulting Services

We conduct 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 advisors to help exceed their 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
• Marketing issues/assistance*

 

*Based on availability and additional charges may apply