 |
My Office Gurus |
|
|
|
My Office Gurus provides the necessary foundation and contacts you need to capitalize on your talents and achieve your goals. We provide a strategic alliance of experts who can strengthen your business. Through this collaboration your vision for your professional and personal life can be achieved.
|
|
|
|
We provide a strategic alliance of experts who strengthen your business by providing short or long-term support and development for company transitions and expansions. |
|
|
|
My Office Gurus is focused on helping you increase cash flow and achieving your business development objectives. |
|
|
|
My Office Gurus can help you… |
|
|
|
- Become more profitable, strengthen your core, expand.
- Establish and implement your business development plans.
- Choose only the services and contracts you need with discount pricing.
- Complete change of Broker Dealer support for the Broker Dealer and the Advisor SEC Reg S_P/FINRA/HIPPA compliant.
- Delegate any unwanted sales and administrative tasks to our team whose sole focus is providing the support you need.
- Travel and event coordination, from national conferences to local seminars.
- Utilize our SEC Reg S_P/HIPPA/FINRA Compliant Paperless Document Management System. Secure collaboration made simple
for Institutions, Planning Teams and their clients.
- Connect and develop powerful relationships with strategic partners.
- Access industry leading professionals and services: legal, compliance, due diligence, 403b/457 consultants, fiduciary self assessments, human resource, CFO, financial audits, bookkeeping.
- Advanced insurance platform: broker dealer compliance friendly, turnkey.
|
|
|
|
Glen Shepherd, President & CEO |
|
|
|
- Over 20 years of entrepreneur experience in national and international markets.
- Business experience ranges from apprentice in family business to Fortune 500 companies,
independent broker dealer, wealth management firm, RIA, insurance agency, mortgage company and consulting firm.
- Created and implemented a business model that deployed a national and international distribution network. 400 percent growth in the first year.
- Created a business model for Independent Broker Dealers that increased profits over 70% per year with significant positive impact on cash flows within 90 days, solving many net capital issues.
- Created 100% pay out RIA focused on CPA markets. Immediately
expanded platform to include all advisors within the firm, due to initial success.
- Firm belief that we all have talents and gifts we are responsible to develop, use and exploit to the best of our ability.
|
|
|
|
Mission Statement |
|
|
|
Our Mission is to provide you with the expertise, resources, and solutions you need to overcome the challenges of transition and expansion, freeing you to successfully capitalize on your talents. |
|
|
|
Vision Statement |
|
|
|
We help you overcome the challenges confronting your company and transform your vision into reality. |
|
|