How Adding a Servicing Advisor Can Scale Your Practice

What does a Servicing Advisor actually do, and how can the role help create more capacity in an advisory practice?

Join Cornerstone Founder and CEO Carmine Corino and Financial Advisor Tyler Allen for a practical conversation about how the role works in practice.

Carmine and Tyler will talk through how Tyler was introduced into client relationships, how his role expanded over time, how they divide responsibilities today, and the weekly protocols and escalation points that help the structure work.

You’ll hear:

• What a Servicing Advisor actually does and where the role fits in an advisory practice

• How Carmine introduced Tyler into client relationships and expanded his role over time

• How they divide responsibilities and decide what Tyler owns versus what comes back to Carmine

• The operating rhythms, communication protocols, and escalation points that help the structure work

Please complete the form below to register. You will receive an email with the Zoom webinar link. If you do not receive it, please be sure to check your spam folder.