Why Every Advisor Deserves A Relationship Manager, Not A Ticket Number
You submit a support request. You get an automated confirmation. Three days later, someone you have never spoken to replies with a generic answer that does not quite solve your problem.
Sound familiar?
For too many advisors, this is what “support” has come to mean: a queue, a case number, and a rotating cast of representatives who do not know your book, your clients, or your goals.
You deserve better than a ticket number. You deserve a partner.
If the honest answer is “it keeps things running,” that is a problem. Technology that only maintains the status quo is not technology. It is overhead wearing a disguise.