Concierge Service is the most efficient way for busy advisors to gather data for multiple clients.
Security cleared QE Trust Officers, whose sole function is to gather and update client data, act as backroom administrative partners, who can quickly and efficiently set up estate files.
Emails, copied to the advisor, are used to schedule 30-minute calls with the client. Data gathering takes place over the telephone, on recorded lines; we do not take delivery any client documents.
QE Trust Officers neither provide advice nor sell financial products so there is no conflict of interest between QE, the client and the advisor.
Concierge Service is similar to applying for life insurance. QE Trust Officers are like nurses who collect medical data. Clients pay QE directly. Advisors receive up front and trailing referral compensation.
Concierge Service gives clients 3 to 5 hours of QE Trust Officer time plus:
- “My Estate” Binder, presented by the advisor.
- An annual data update call, updated reports sent to the advisor.
- Software access: “Read Only”, to view their data in the Estate Organizer, “Preview” to view the Estate Executor Toolkit to see all that’s involved to settle their estate, “Full” access to the Estate Executor Toolkit, when needed