Virtual Practice Management Trifold

Virtual Practice ManagementProviding a modern solution to a classic problem.

Why Choose VPM?Team up with Good Life Virtual PracticeManagement reduces stress, protects cash flow,eliminates administrative hassles & allows you tofocus on generating revenue for your business, andenjoy your life!TIME• Give your clients the attention they need• Manage and GROW your business• Outsource nonrevenue generating activities• No training neededMONEY• Knowledgeable and experienced teammate at a fraction of the cost• No employment expenses (training, insurance, and benefits)• No equipment purchases (furniture, office spaces, utilities, and technology)FOCUS• Free up time for yourself!• Streamline program customized to your practice• Delegate tasks you need with confidence it will be completed seamlessly

ADMINISTRATIVE SUPPORT• Answering Phones 9 am to 5pm EST• Prepare applications for client appointments and provide them to advisors for printing• Process account opening documents• Process move money transactions• Open New accounts and send paperwork to client via E-signature• Handle notifications on Client Works• Track transfers to confirm processed and funded• Contact Service 360 on behalf of the advisor for issues• Submit items on compliance max and complete approval process from start to finish• Process remote deposits• Completion of trading with Advisor’s instruction• Weekly meeting between assistant and advisor to confirm tasks assigned and tasks completedEVENT PLANNINGo Schedule date, time, location with all vendorso Create invitation and get approved with Compliance Maxo Mail invitation to clientso Handle all appropriate RSVPs

CLIENT RELATIONSHIPMANAGEMENTo Establish Client Relationship Management System in Salesforce and assist with managing when advisor needs to meet and contact each client.o Run reports for the advisor of clients they need to meet with in the current month.o Schedule appointments for clients who are due reviews, requested appointments, or advisor directed to schedule those appointmentso Remind clients of appointments via phone call or emailo Confirm appointment meeting notes were logged for held appointments and any follow- up items were handled for those meetings if assigned to Virtual Assistanto Assist clients with Account View set up and maintenance

Phone Assistance(answering of phones only)Weekly $100.00Monthly $250.00 Full Back Office Support(Answer phones, account opening, account maintenance, servicing assistance) Daily $75.00 Weekly $300.00Monthly $1,000.00 *Additional Items requested to be completed by Virtual Assistant outside the scope of engagement will have an additional change determined prior to start up *Technology requested not already provided by Good Life Companies must be charged to advisorSecurities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Good Life Advisors, LLC, aregistered investment advisor. Good Life Companies and Good Life Advisors, LLC, are separate entities from LPL Financial. For Investment Professional Use Only. Not for Client Distribution.

J(R23GW66u3o1eo1yl90ai0oCoe5.d)6dm.oiBL29nLmai78rgisefn3.sme6,icid-9FnPeaA2eAg8sr7nc0t,[email protected] Facebook.com/GoodLifeFA Facebook.com/goodlifecompaniesDay HoursMonday 9:00am-5:00pmTuesday 9:00am-5:00pmWednesday 9:00am-5:00pmThursday 9:00am-5:00pmFriday 9:00am-5:00pmSaDtuaryday HBoyuArsppointmentSunday By Appointment 9:00am-5:00pm Monday 9:00am-5:00pm Tuesday 9:00am-5:00pm Wednesday 9:00am-5:00pm Thursday 9:00am-5:00pm Friday