DEPENDENCY

Dennis Hou

"My hard work complimented by the tools and techniques offered by Greater Pacific's leadership team and specialists have allowed me to step away without my business coming to a standstill."

"Why doesn't my practice run properly when I'm not around?"

Greater Pacific's advisor-designed solutions identify and resolve common practice dependencies to ensure that your business runs on all cylinders even when you're away.

Our core solutions include:

Advisor teaming.
Relationship management unit.
Client services unit.

Advisor Teaming

Building true independence requires strong partnerships and Greater Pacific has extensive experience in successfully assisting advisors with forming and joining advisor teams that maximize:

Service offerings.
Role specialization.
Staff sharing.
Cost efficiencies.
Client coverage when you're away.
Free time available to focus on what matters most.

Through years of experience and lessons learned from assisting independent-minded advisors with the intricacies of navigating the collaborative development process, Greater Pacific delivers proven techniques that get results and safeguard your business' integrity from the many hidden pitfalls that slow or stop teams from achieving high levels of performance.

The Relationship Management Business Unit

The foundation to building a trusted advisor-client relationship depends on the number and consistency of meaningful connections made with a client. Our human-touch relationship management center's personnel establishes a proactive client outreach to keep you top-of-mind with your client. The customizable schedule of client contact services include:

Phone contact on key dates.
Curated digital contact systems.
Personalized mailers and postcards.
Weekly social media postings.

The Client Service Business Unit

Today's clients expect immediate and professional-level responses to their service requests. While advisor initiated client contact is optimal, Greater Pacific's client service unit provides an in-house method to handle common inbound client service requests, including: