Services We Provide & How You'll Benefit

We know you are continually striving to provide the very best guidance and product selection to your clients, as you work to help them fulfill their financial goals. That's why we're committed to providing top-tier support and training that is intended to help you build the best financial services practice possible. We give you the freedom, flexibility, support, tools, services, and resources that are designed to exceed what you may find at other advisory groups.

Going the Extra Mile to Support Our Advisors

Bay View Capital Advisory Group's goal as an OSJ is to do more for our advisors and staff than just fulfilling required supervisory and compliance responsibilities. Our years of experience enable us to provide licensed brokers an opportunity to achieve more professional satisfaction by helping them reach their income goals (and work/life balance goals) through owning their own practice, We seek to make it easier for them to do business by providing back office support, marketing support, guidance in data processing, and access to a wide range of financial products and services.

Some of the extras that contribute to a strong value-added culture for our firm include:

• Training to you and members of your administrative staff, either at our office or over the phone

• Assistance with the submission and review of advertising and marketing materials

• One-on-one customer service
  

• Pre Audit review and preparation assistance
  

• Due diligence

• Complimentary insurance license submission and monitoring through Agency Edge

• A collaborative group environment

• Assistance with your strategic plan for growth and expansion

• Regular communications so you can stay up-to-date on the latest products, enhancements, and regulatory updates

• More money in your pocket through lowered expenses
  

Reduced Worry with Our Virtual Office Administrative Service

Need to get away from the office for a while? Have family or other commitments to attend to? This convenient service enables our representatives to still conduct business while they're away from their business. Features include the ability to:

• Forward your Phones to our office while you are either on vacation or you are away from your office for a period of time and want your clients to talk with a live person. 
  
  
• If you are expecting paperwork and will be out of the office for a period of time, you have the ability to re-direct your clients to our fax/email/address for timely processing.
  
  
• The optional use of a Laserfiche based document management system, giving you secure access to your files anywhere in the world.
  
  
• Get client signatures instantly over email via a free subscription to DocuSign.