Oct 22, 2018
During this installment of The Confident Advisor Practice from
the Horizon Advisor Network, hosts Bill Bush and Pete Bush,
Advisors at the Horizon Financial Group, discuss how to manage your
business smartly with Jeff Litteken and Geoff Lamoine from
Remotelink Solutions. Remotelink Solutions offers a versatile
service to help supplement and complement your business. They take
the administrative tasks off your plate so that you can focus on
what matters: your clients. A Cetera-certified company, Remotelink
is the perfect solution to augment your business and do what you
- 00:47---Introduction of the Jeff Litteken and Geoff Lemoine
from RemoteLink Solutions.
- 00:52---RemoteLink Solutions is a key operation solution for
solo advisors who need some leverage.
- 1:00--- RemoteLink Solutions provide support to companies in a
variety of tasks.
- 1:40---Employees are the most important asset of a
- 2:00---We look at taking the less important activities off of
the advisors plate so the advisor can get in front of the
client--the most important part.
- 2:30--- RemoteLink solutions can take care of investing,
compliance, administrative functions, meeting preparations, money
movement, and finance.
- 3:22---RemoteLink gets into the details and ¨weeds¨ so that the
advisor can provide support to clients.
- 6:00---Streamlining operations and allowing advisors to manage
the details not only allows them to do the work that matters but
also engage their clients fully.
- 7:40---The service helps both established and growing
- 8:00---RemoteLink Solutions can come into your business and
fill in the gaps.
- 9:20---Optimizing businesses through unique ability teamwork
such as remote solutions
- 11:20---There is opportunity lost by training new
- 12:30---RemoteLink Solution takes care of the training costs
and time for you.
- 13:31---The Cetera connection and advisor advantage allows
Remotelink solutions to be audited just as your business is. Their
systems are encrypted and their solutions meet industry
- 17:00---The RemoteLink Model ensures the business succeeds with
their services and doesn't lose growth.
- 18:00--Time is invaluable. Any service that can give people
time back is valuable.
- 19:20---You can start small and as you build confidence with
the solution, you can grow from there.
- 19:40---We want to manage the business and not have the
business manage us.
- 21:30---The RemoteLink team allows the business to be more
proactive than reactive.
3 Key Points:
- Leverage your business and revert to focusing on the things
that matter by using Remotelink Solutions.
- Being a financial advisor is a small part of the job. There are
many other administrative, compliance, and financial tasks to
complete. Remotelink Solutions supplements and complements growing
as well as established businesses.
- Get the help you need for the time you need by contacting
Remotelink Solutions .
- “We can help you with
three things: Anything you don't want to do, anything you don't
know how to do, and anything you don't get paid to do .” –Geoff
- “Our offering is
attractive to any practice out there.” –Jeff Littekin.
- “If you are able to put
together in the right combination, the right skills and
capabilities then magic starts to happen.” –Pete Bush.