Inefficiency

Jacqueline Goodreau
Direct Path Planning

"After 16 years in the industry, I transitioned my business to Greater Pacific. It was a game changer. The opportunity for collaboration, guidance to grow my business, and knowledgeable leadership motivated and allowed me to reach a completely different level. With the resources available, I was able to move from a solo practitioner to a team-based model where my practice is now sustainable, more efficient, and profitable beyond my expectations."

"How come I'm so busy, but I can't get things done?"

Greater Pacific's advisor designed business model provides the in-house turnkey services and support personnel you need to move beyond the barrage of unexpected interruptions and tasks derailing your day so you can gain command over your business.

Our core services that help you run a more efficient practice include:

In-house specialists.
Advisor teaming.
Client services unit.

In-House Specialists

Risk Management

Work with our case design specialist for current competitive intel and our turnkey case design system to save time and get the best product in place for your clients.

Investment Specialist

In-house CFA that keeps you in-the-know on market insights, portfolio construction support, and point-of-sale assistance.

Advanced Point-of-Sale

Greater Pacific's advanced case JD, LLM can assist you from consultation through point-of-sale.

Advisor Teaming

Greater Pacific's strategic-business and practice-operations consultants can help you form alliances with likeminded advisors to:

Maximize revenue.
Reduce costs through expense share.
Minimize procedural and staffing redundancies.
Increase time spent building stronger client relationships.
Expand expertise and specialization.
Increase work capacity through shared resources.

The Client Service Business Unit

A plug-and-play practice solution that reduces the time you spend each day reacting to unexpected client service requests. Common duties this unit handles include: