Capacity

Jim Loken

" Greater Pacific is built on that kind of smart leadership and team that supports with exceptional business coaching, teaming, and turnkey services that enable me to grow my business with less stress."

"Why am I exhausted and hitting a production ceiling?"

Greater Pacific's tailored services and specialists provide the breadth and depth of resources required to transform your practice capacity and break through production barriers.

Our in-house capacity-building solutions include:

Staffed business units to take care of your practice management needs.
Advanced markets and investment specialists.
Risk management competitive analysis, design, and illustration support.
Collaborative advisor and staff teaming opportunities.

Turnkey Service Centers

Our business units are built to provide the core services required to free up your time so you can focus on delivering exceptional value to your clients and gain command over your business.

Each of our business units:

Provides expertly trained staff.
Focuses on client satisfaction.
Uses proven processes and procedures.
Signifcantly reduces costs over hiring staff.
Eliminates the need to hire, train, retain, and manage staff.

Greater Pacific's business units can be engaged individually, in any combination or collectively. Our strategic practice consultants will help you identify and engage the right business unit resources for your practices' needs to get the results you want now.

Capacity-building business units include:

Client services.
Relationship management.
Active marketing.
Administrative and applications processing.

Advisor Teaming:
Bringing Advisors Together

Whether you're looking to form your own team or integrate with an existing advisory group, our strategic coaches are experienced in helping advisors form and maintain high-performance advisory teams.
Our seasoned teaming culture has resulted in proven techniques, processes and procedures that function as a strategic and operational baseline for assisting advisors in successfully collaborating and growing individual and team-based performance.
Greater Pacific maintains strategic partnerships that offer performance-based bonuses and other compensation-related benefits.

Hands-On Expertise

Investment Specialist: market insights, portfolio construction support, and point-of-sale assistance by a Greater Pacific CFA.
Risk Management Case Design: provide the perfect client-to-product matches with our turnkey case design system.
Advanced Point-of-Sale: in-house, consultation and point-of-sale assistance by a Greater Pacific JD, LLM.