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Services | Myriad Advisor Solutions
http://myriadas.com/transition-services
Human Resources Human Resources. Event Planning Event Planning. Virtual Assistant Virtual Assistant. Myriad Technology Myraid Technology. Transition Services Transition Services. Exit Planning Exit Planning. 2016 Myriad Advisor Solutions.
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Virtual Assistant | Myriad Advisor Solutions
http://myriadas.com/transition-services/virtual-assistant
Clients receive individual and undivided attention from a talented qualified staff. We offer an economical alternative to on-site staffing. So, whether you are in need of document creation assistance, software tutoring, website content creation and management, or special projects you can be assured Myriad's Virtual Assistants will be there for you. Virtual Assistants with Myriad Advisor Solutions. Easier than hiring a full time employee and less expensive. We are proactive, not reactive. Public / Media R...
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Event Planning | Myriad Advisor Solutions
http://myriadas.com/transition-services/event-planning
As a business owner you certainly understand the importance of your clients and the need to show them that you appreciate your relationship with them. One of the best ways to do this is by hosting a client appreciation event. Myriad offers custom corporate event planning packages for ease of hosting casual meetings and events. Successfully executing events and follow-ups will deepen client relationships, generate referrals, assist with word-of-mouth marketing, reinvigorate staff and establish community r...
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Marketing | Myriad Advisor Solutions
http://myriadas.com/transition-services/marketing
The Importance of Marketing and Branding For Your Financial Advisory Business. The American Marketing Association (AMA) defines a brand as a "name, term, sign, symbol or design, or a combination of them intended to identify the goods and services of one seller or group of sellers and to differentiate them from those of other sellers. The objectives that a good brand will achieve include:. Delivers the message clearly. Connects your target prospects emotionally. To learn more and arrange an initial consul...
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Human Resources Center | Myriad Advisor Solutions
http://myriadas.com/transition-services/human-resources
Even smaller companies have the need to handle their Human Resources correctly in order to avoid litigation, create a fair and functional operating culture and to manage employees fairly. Please review the topic you need assistance with via the menu on this page. Pricing is based on either the time each project takes and accessibility to our professionals or for one year of providing on-going service in a particular area. Myriad’s Human Resources Center. Offered to affiliates of select Broker Dealers.
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About Us | Myriad Advisor Solutions
http://myriadas.com/about
Is a consulting firm and one stop shop for independent financial advisors. Our focus and dedication is to provide big company resources for financial services business owners to help them. Operate businesses more efficiently. Grow your practices through strategic hires, client event planning, and acquiring practices. We invite you to visit our Services sections to learn more about what Myriad. Can do for you. Please pay special attention to The Advisor Club. Business Solutions for Independent Financial A...
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Transition Services | Myriad Advisor Solutions
http://myriadas.com/transition-services/transition-services
Independent Business Launch Simplified. Additionally, most advisors’ career paths have simply not given them the experience with the types of business decisions necessary to open their own business. Myriad works directly with our clients to lead them through all of the steps needed for a complete business start-up. We coordinate transitions with your local providers, our strategic partners, your new Broker Dealer and of course, with you! We Were First and We Are Still The Best. Experience the Myriad diff...
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Membership | Myriad Advisor Solutions
http://myriadas.com/membership
Do you ever wish you had the resources of a big company? Help with human resources? The ability to maximize your purchasing power? But how can you get assistance in all of these areas without having to pay what even one additional employee would cost, let alone what hires in EACH of these areas would cost? Now you can with membership to The Advisor Club. Provides members with "big company resources for their businesses, allowing owners to focus on their clients and practice growth. Employee Manuals &...
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On-Demand Consulting | Myriad Advisor Solutions
http://myriadas.com/transition-services/consulting
It truly can be ‘lonely at the top’ as the saying goes. When you own your own business, few others understand the issues you face and the decisions you have to make. CPA’s, attorneys, spouses, friends and even business partners are either too detached or too close to really appreciate what you are dealing with. Myriad consultants have experience working with business owners across the country who have faced similar issues. This experience helps you adopt proven techniques to achieve your goals.
