financial advisory practice is more
challenging today than ever."
Read our blogs to better understand how a good back-office structure
can help your firm grow!
Glover & Associates, LLC is a consulting firm specializing in
operating solutions for financial advisors and investment management
firms. Our services include the areas of transition,
& technology management, and business support.
you are starting a new firm, or have an established firm, we can help
you structure your back-office to support your business needs.
can streamline your processes and provide on-site assistance with
Whether you are
looking to get the most out
of your existing technology, or are considering new tools, our focus is
to make sure your technology tools provide you with the information you
need to service your clients and manage your business. We
as your liaison to vendors to ensure successful implementations.
those tasks and projects that need to get done now,
we provide business support to complete those items necessary for the
growth of your business.
Susan Glover & Associates?
over 30 years of operations experience in the financial services
industry, SG&A understands the "growing pains" that go along
the growth and expansion of an advisory firm. It creates a
for expanding technology, better information flows, and the right
staffing support. SG&A works with you to implement