You know when a client is struggling.
A diagnosis that upends plans…
A widow(er) feeling empty and disoriented…
An aging parent who needs more support than the family can give…
Someone struggling after a divorce or carrying more than they and their family can deal with…
Your clients aren’t just accounts. They are people you care about.
So, you do whatever you can for them: extra meetings and extra time that isn't billable.
You know they need more support.
Your care is exactly why they trust you. It's also what makes it hard to watch them struggle without a way to do more.
WE CAN HELP
An introduction that lightens the load.
An introduction to Second Chair Partners can be the difference between someone continuing to struggle and getting the practical support they need.
A COLLABORATIVE PARTNER
Many of the families we support come to us through a trusted advisor who recognizes a need. We don't replace your role. We provide practical support. We handle coordination, logistics, and the day-to-day follow-through that falls outside of your role, so your client is better supported, and your time stays focused on what you do best.
Working with advisors, not around them.
GETTING STARTED
How we work together.
You make the introduction.
It begins with a warm connection - however is best for your client, their family, and you.
We get to know them.
We’ll arrange a complimentary conversation with your client. You can be involved as little or as much as you and your client wish. See “How we work with families.”
We collaborate to support your work.
Our work supports yours. We're here to coordinate and ensure follow-through.
Your relationship with your client doesn’t change…
… and you know that someone has their back.
LET’S CONNECT
We’d love to hear from you
Please be in touch to learn more, or to talk confidentially about someone you are concerned about.