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
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