For over 12 years, it has specialized in providing virtual assistants to the financial industry. The CEO of, with over 20 years of experience working closely with financial industry executives and advisors,. At this time, we are the only call center in North America providing this type of dedicated call service for financial advisors.
has experienced steady growth since opening the doors in 2012. Starting with one employee, the company has grown to 14 part-time, reliable staff. Over the years, the company has reinvested a lot of time and money into processes and staff development, which has led to happy staff members and a low turnover rate.
Customers are all on a contract basis (3 and 6 months) and pay biweekly via e-transfer and credit card. This allows for a steadily reoccurring revenue stream. Our customers are from all over the USA and Canada and from several predominant financial institutions.
A large percentage of the business is self starting, so there is very little needed oversight and management of individual staff. All staff members have direct point to point contact with their clients, and team leader.
All employees work from home (in Canada, not overseas) on a company-provided PC and IP-based softphone. This reduces the company's overhead on lease space, which also helps with flexible schedules for staff, makes recruiting easier, and allows the company to draw from a much larger talent pool.
Everyone at T is dedicated to delivering proactive, professional, and seamlessly attentive service. Our mission is to build strong client relationships for financial advisors, increase consumer loyalty, and uncover sales opportunities. We are your partners in developing strategies for optimizing positive customer experiences and helping you develop client loyalty, which can lead to immediate or future sales. As well, part of our focus is to assist financial companies in recruiting new financial advisors.
Our services provide a client experience that is professional, customized, and proactive. As a team, we are driven by a strong work ethic and consistently deliver measurable results. Most of our business is based on referrals from a growing base of highly satisfied financial advisors.
Our services include:
-Quality assurance calls for services and products (NO COLD CALLING)
-Seminar and tradeshow follow-up calls
-Special occasion calls
-One-time meetings
-Automatic recurring appointment scheduling every 6–8 months
-Reviews
-Introduction appointments for new financial advisors
-Appointments for time-sensitive renewals or product expiration dates
Follow-up meetings to close sales
-Ongoing client contact for established or new advisors
-Implementation of service strategies for your A, B and C clients
With the right investment in a marketing strategy and technology, the future revenue potential with this business is huge.
