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Practice Management

Certain day-to-day operations are necessary to keep your practice running smoothly, and our staff team is ready to take those tasks off your plate. With KEATING, you are able to focus your time on helping your clients achieve their goals.

Our Services

Operations
Our team offers operational support that includes:

- A Human Resources team to facilitate staff hiring, payroll, and benefits
- An Accounting team to offer tracking and monitoring
- Financial Planners to support advisor strategy
- A Client Service team to provide an excellent client experience
- Proven processes and systems to implement into our advisor partners’ practices

Administration
Our administrative support teams include:

- A Third Party Administration team dedicated to providing support for retirement and flex benefit plans
- An Investment team to facilitate business activities that execute clients’ financial plans
- An Insurance team that serves as a liaison with external vendors to assist with the insurance administration and policy holder services

Compliance
Our compliance team offers support that:

- Ensures that federal regulations and requirements are met
- Executes best practices that minimize risk and maximize efficiency

Technology
Our technology team provides:

- Platforms built to streamline business practices
- Timely troubleshooting to solve technology issues

 

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