RIA External Services
Financial Services - North Atlanta, GA, US
RIA External Services Employees
RIA External Services Details
RIA External Services, LLCYour Back Office Outsourcing Solution for Outsourced Financial Planning & Estate PlanningRIA External Services, LLC provides its clients with outsourced financial planning and estate planning services on a contractual basis as an independent contractor.We work in the financial planning and/or estate planning software of your choice and have extensive experience in most mainstream software applications. One-off financial analysis is provided via Excel spreadsheet or other similar applications. We bill our services: 1) on an hourly basis for work performed "on demand", 2) as an annual amount payable monthly when we function as your full time "employee", or 3) again on an hourly basis when you engage us to perform work that falls somewhere between "on demand" assignments and those of a full-time "employee".These flexible billing arrangements allow you to maintain the highest degree of flexibility in providing your clients with the highest degree of financial and estate planning services. And regardless of which billing arrangement you select, you also get our help and assistance in presenting our work to your client if needed, whether that presentation takes place in your office, some alternative location at the request of your client, or by virtual presentation. CONTACT US TODAY to discuss how we can positively impact your existing planning practice or help you start a new one. We can help you grow AUM and other revenue streams as we function as your financial and/or estate planning offering or as a supplement to your existing staff.AND REMEMBER, as a trusted independent contractor and your trusted business partner, we cost you significantly less than a permanent employee who, in all likelihood, has less experience, less knowledge, and a much smaller skill-set than we do.THANKS, contact us today so that we may discuss a relationship meant to benefit both of us.
RIA External Services Technologies
Email Providers
Outlook
Hosting
GoDaddy Hosting
Other
Mobile Friendly