COVID-19

Our thoughts are with everyone during these unusual times, and we assure you that we are working to make certain your needs are met without interruption. While we do not envision any interruptions in service and have taken steps to make this a reality, we do ask for your patience in the event you experience an unforeseen delay. If you are unable to reach your financial representative, you may contact ProEquities client services at 1-800-288-3035 or email at clientservices@proequities.com. We appreciate your patience and are committed to serving you.

How Focusing On The ‘Little Things’ Can Raise The Bar For Advisor Service

Posted on March 07, 2018

Check out our most recent article in Financial Advisor magazine. ProEquities practice management consultants Holly Bell and Cristi Meyers discuss the importance of focusing on the little things when serving advisors.

View article.

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How Focusing On The ‘Little Things’ Can Raise The Bar For Advisor Service