Tier 2 – Lifestyle Module

Upgrade your ability to provide full-service financial planning and wealth management strategies to your clients.  The lifestyle module can help you take your business to the next level with the following tools:

  • Activator Maintenance Program:  Maintain regular communication with your clients.
  • Remote Administrative Assistant: We provide you with an administrative assistant to help with certain tasks.  If your office does large volume, we can provide an on-site assistant.
  • Review and Proposal Materials: Genesis can prepare and deliver the materials you need for presentations to current and potential clients.
  • Operations/Trading Associate: Receive support with your investment offerings for clients.
  • Advanced Tech Support: Our IT Desk can ensure that you receive the professional support you need for your Genesis site and other systems.
  • Turnkey Computer Systems: Everything you need to get started designing unique solutions for clients, including necessary software and configuration.
  • Grendel CRM: This powerful browser system can help you manage your client relationships online, and even provide remote access.
  • Web Site: We will help you create your own unique advisor web site, and host it at www.genesisadvisors.com.
  • Virtual Financial Planning: A great tool that can help you quickly create tailored financial plans for clients, as well as provide clients access to the tools they need.
  • Document Storage: Store and retrieve important documents, from anywhere, using our secure server.
  • Client Vaults: Provide sophisticated electronic vault services for clients.
  • Online Scheduler: Use our interactive scheduler to manage your appointments, and provide clients with the ability to schedule meetings with you online.
  • Copy Talk Dictation (or equivalent): We offer access to a transcription service to help you record important information.
  • Go-to-Meeting (or equivalent): Participate in remote meetings with clients, helping you expand your base beyond your immediate geographic area.
  • Weekly Discussion Points: Helpful resources to help you stay on track.
  • Genesis Dynamic Portfolio Management: At least 50% implementation is required at this level (although we recommend 100% implementation).