VPM Trifold

Why Choose VPM? 3D(R2GG6W61o3eeoo1y90an0ooCo5.d)6iddmosiL69enLLmai28.giisffSn.8smee6,cci9-CFnPheaA2Ag3osnr7c9t,[email protected] Team up with Good Life Virtual Practice Facebook.com/GoodLifeFA Management reduces stress, protects cash flow, eliminates administrative hassles & allows you to Facebook.com/goodlifecompanies focus on generating revenue for your business, and enjoy your life! Day Hours Virtual Practice Management Providing a modern solution to TIME Monday 9:00am-5:00pm Tuesday 9:00am-5:00pm a classic problem. • Give your clients the attention they need WDedanyesday H9o:0u0rasm-5:00pm • Manage and GROW your business Thursday 9:00am-5:00pm • Outsource nonrevenue generating FriMdaoynday 99:0:000aamm-5-5:0:000ppmm SaTtuuerdsadyay 9B:0y0Aampp-5o:i0n0tmpment activities SuWndeadynesday 9B:0y0Aampp-5o:i0n0tmpment • No training needed 9:00am-5:00pm Thursday 9:00am-5:00pm MONEY Friday (Eastern Standard Time) • 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 Phone Assistance • Answering Phones 9 am to 5pm EST (answering of phones only) • Prepare applications for client Weekly $100.00 appointments and provide them to Monthly $250.00 advisors for printing • Process account opening documents CLIENT RELATIONSHIP Full Back Office Support • Process move money transactions MANAGEMENT • Open New accounts and send (Answer phones, account opening, account paperwork to client via E-signature o Establish Client Relationship Management maintenance, servicing assistance) • Handle notifications on Client Works System in Salesforce and assist with • Track transfers to confirm processed managing when advisor needs to meet and Daily $75.00 and funded contact each client. Weekly $300.00 • Contact Service 360 on behalf of the Monthly $1,000.00 advisor for issues o Run reports for the advisor of clients they • Submit items on compliance max and need to meet with in the current month. *Additional Items requested to be completed by Virtual complete approval process from start to Assistant outside the scope of engagement will have an finish o Schedule appointments for clients who are • Process remote deposits due reviews, requested appointments, or additional charge determined prior to start up. • Completion of trading with Advisor’s advisor directed to schedule those instruction appointments *Technology requested not already provided by Good Life • Weekly meeting between assistant and Companies must be charged to advisor. Prices subject to advisor to confirm tasks assigned and o Remind clients of appointments via phone tasks completed call or email change. EVENT PLANNING o Confirm appointment meeting notes were Securities offered through LPL Financial, member FINRA/SIPC. logged for held appointments and any Investment advice offered through Good Life Advisors, LLC, a o Schedule date, time, location with all follow- up items were handled for those registered investment advisor. Good Life Companies and Good vendors meetings if assigned to Virtual Assistant Life Advisors, LLC, are separate entities from LPL Financial. o Create invitation and get approved with o Assist clients with Account View set up and Compliance Max maintenance For Investment Professional Use Only. Not for Client Distribution. o Mail invitation to clients o Handle all appropriate RSVPs