Concierge Support Services
Momentum Value Partners (MVP) provides select concierge services to make our Partners lives easier and businesses more efficient. Our concierge services range from customer service assistance and support to video creation.
Our Concierge Support Services Include:
- Customer Service Assistance
- New Business Applications
- Calling and Email Campaigns
- Design & Marketing Ideas and Support
- CRM Database Updates
- Filing and Scanning
- Back-up Support
- Video Creation
Dedicated Support Professionals
MVP offers a team of dedicated support professionals to help you with many of your day-to-day needs. Whether it’s customer service or creating a presentation for a client, our concierge support team has your back. We want to take as much off your plate as we can so you can focus on what really matters: growing your business. Staff member taking leave? We can fill in. Young advisor who needs support but can’t afford an assistant? We can bridge that gap. Senior advisor wanting to update their marketing materials? The concierge team covers it all. By being a part of MVP, you will have full access to this team to assist with whatever specific needs you have.
Helping One Helps Us All
Not only does the concierge support team directly support you, but we also create processes and best practices to share with the whole group. That way you can be sure that you are as efficient and effective as possible when it comes to running your business.
Cost-Effective Support
We know that having staff can be expensive and time-consuming, which is why our staff is there to support you. Our staff to planner ratio is 1:6 to ensure that you are getting the direct coverage you need, and there is at least one staff member present in each of our largest offices.
How can we help you?
Securities and investment advisory services offered through
Osaic Wealth, Inc., member
FINRA/
SIPC.
Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of
Osaic Wealth.
Osaic Wealth, Inc. and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.
Osaic Wealth Form CRS.
Check the background of your financial professional on FINRA's
BrokerCheck.
This communication is strictly intended for individuals residing in the states of AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, KS, KY, LA, MA, ME, MI, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA VT, WA, WI & WV. No offers may be made or accepted from any resident outside the specific state(s) referenced.
