ROffice Begins First Partnership: J.W. Cole
April 18 2024 - 10:03AM
Business Wire
Advisors who are strapped for time and seeking
strong talent will have quick access
ROffice, a platform where financial advisors and talented
service providers converge to seek and provide assistance, today
announced its first partnership with independent broker-dealer
J.W. Cole. A marketplace of opportunities for advisors to
select meaningful fractional help, ROffice is now available to J.W.
Cole’s network of more than 450 financial professionals across the
country.
This partnership follows ROffice’s launch in March.
“At J.W. Cole, we understand the challenges of juggling multiple
tasks to provide top-notch services to our clients,” said R.J.
Wood, founding principal at J.W. Cole. “That’s why we’ve teamed
up with ROffice, a company that’s as dedicated as we are to
excellence and efficiency.”
ROffice provides advisors and industry professionals access to
myriad fractional services from experienced individuals in the
areas of transition assistance, virtual administration,
bookkeeping, marketing, office management, paraplanning and more.
Financial professionals spend no more than 10 minutes creating
their work requisition and can then peruse background checked
industry veterans.
“This partnership with J.W. Cole demonstrates our value to the
industry,” said Andrew J. Evans, ROffice’s founder and
chief executive officer. “At a time when advisors’ clientele
has largely remained flat, outsourcing a firm’s areas of
time-consuming weakness puts advisors in the driver’s seat of their
firm’s growth journey.”
Cerulli Associates found in its State of the Wealth Management
Industry that advisors’ assets have noticeably fallen for the first
time since a slight dip in 2017.
For both financial services professionals seeking and offering
fractional assistance, go to http://roffice.team. To learn
more, contact ROffice’s Chief Marketing Officer Tara Sieg at
tsieg@roffice.team.
About ROffice
ROffice provides advisors and firms access to skilled
professionals who help complete complicated or time-consuming
projects in an efficient manner. With the right person to get their
offices in shipshape and off to smooth sailing in no time, firms
can spend more time on client service and other vital tasks. Grow
your business and increase your flexibility with us.
About J.W. Cole
J.W. Cole has one purpose: To change lives for the better. It is
our belief that time is the most-valuable resource in the world,
and we help people make better use of it so that they can live
their best lives. We work exclusively with Relationship-Driven,
Client-Centric, Fiercely-Independent Financial Professionals!
View source
version on businesswire.com: https://www.businesswire.com/news/home/20240418411123/en/
Media Contact: Tara Sieg 609-238-2277
tsieg@roffice.team