Training & Support for Advisors
We’re your partner, not just your platform. We support your firm and your advisors to and through onboarding, we custom tailor our platform training plan for your specific needs, and we stay by your side as your grow.
We’re Your Partner for Growth
GeoWealth knows that mastering a new tech stack can feel daunting, but with the right resources and a dedicated team at your side, a new TAMP can be the best decision you’ve ever made.
Dedicated Relationship Manager
Your firm will get a dedicated Relationship Manager to help you get up and running, with ongoing advice on how your firm should leverage our capabilities to best serve your clients.
Customized Training Program
No matter the size or structure of your firm, we’ll design a training program that ensures all stakeholders get the information and training they need to make the most of the GeoWealth platform.
We stay engaged with your firm as you grow and your needs evolve. We’re only ever one click or phone call away.
setting you up for success
Overview of Engagement from Day One
We take a consultative approach to supporting your firm. Whether it’s TAMP-only, OCIO, or any mix in between, we’ll figure out how to get you in the best position for growth.
We spend time learning your firm’s challenges and pain points so we can ensure your private-labeled platform has all the features and functions you need to scale faster.
Transition & Onboarding
We will develop a strategic game plan for transitioning your book of business to GeoWealth. Then we will guide your team as you adjust to your new infrastructure by offering customized training plans and materials.
Our staff and resources are at your disposal as you work towards full adoption of GeoWealth’s offering. Just like the way your firm evolves as you onboard new advisors and clients, our relationship will evolve to meet your unique needs.
Hands-on Support & Training Materials
Our Advisor Services Team is your day-to-day contact point for any questions or requests you may have. Plus, we produce suites of training materials that you can private-label to your firm’s brand and edit for your advisors and their clients.
Advisor Services Team
Our team of highly trained support staff is ready to help you get the most out of the platform
Guided walkthroughs of all platform functions and screens, including all Service Request types
Documentation and written guides to support your home office and/or your advisors