Your Practice. Our Support.
One Seamless Team.
F.A.S.T. (Financial Advisor Services Team) is Good Life’s dedicated operations and administrative department, providing licensed and unlicensed virtual assistants for financial advisors. We work as an extension of your practice, helping you manage client service, operations, and compliance with confidence. From seamless financial advisor transition support to dependable ongoing administrative services, F.A.S.T. delivers the expertise, efficiency, and continuity you need without the expense of a full-time hire.
Transition Support
Expert guidance and hands-on help to make your move seamless, covering repapering, client communications, training, and everything needed to reach full operational readiness.
Ongoing Administrative Services
Industry-savvy admins manage daily tasks, streamline workflows, and maintain client service so you can focus on building relationships and growing your business.
Transition Designed for a Smooth Start
Our team serves as your command center during the move to independence, managing every detail from repapering to training. We guide you step by step so your transition is efficient, organized, and aligned with your business goals.
Pre-Transition (Weeks 1–4)
✓
Meet weekly with key teams
✓ Preparation for resignation and affiliation paperwork
Launch (Weeks 5–8)
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Full support from affiliation date
✓ Repapering, client outreach, procedures, and weekly check-ins
Post-Transition (Weeks 9–12+)
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Ongoing training at your pace
✓ Status reports on pending items, account funding, and distributions
Most practices are fully operational in 30 days, with many advisors seeing asset growth soon after.
Ongoing Support That Keeps You Moving Forward
Expert admin support to keep your business running smoothly, so you can focus on clients and growth.
focus on
BUSINESS growth
We handle paperwork, scheduling, account updates, and service logistics, so you can focus on clients and growing your business.
Industry-Savvy Support
Our admins understand the systems, language, and compliance standards of financial services, ensuring confident client interaction.
Increased Efficiency
We assess your book, define operational goals, and recommend ways to streamline workflows and reduce compliance risk.
Flexible Engagement
Choose hourly support ($100/hr unlicensed, $150/hr licensed, no commitment) or contract plans with predictable pricing.
One Partner. Every Step.
From your very first day with us to the every day running of your business, we handle the details so you can focus on growing your business and nurturing client relationships.
Smooth Onboarding
Seamless account openings, data cleanup, and client communications to get you up and running quickly.
Day-to-Day Support
Scheduling, trading, account maintenance, and problem-solving handled by experienced admins.
Consistent Partnership
Ongoing guidance, operational efficiency, and a reliable team who knows your business inside and out.
What Advisors Are Saying
Hear how our administrative solutions are helping advisors thrive personally and professionally.
Rather than hire a temporary admin assistant, this is a great resource to me. I’d rather work with a team under the Good Life umbrella for all my administrative tasks.
SC Advisor Partner
The personal relationship that my clients and I can build with my admin ensures a continuation of quality service.
IA Advisor Partner
I value the assistance with the completion of all the administrative paperwork, client updates and distribution requests, as well as not having the responsibility of an employer.
