How To Have A Remote Account Review With Dan - Introducing LogMeIn!
Here at The Quincy Group our team understands that your time is valuable. While a face to face consultation with Dan is appropriate on occasion we realize it’s an issue for many of our client’s to arrange for time off from their employment during the work week. We also understand commuting to our office location poses an inconvenience and expense for those of you who do not reside in our immediate SouthShore neighborhood. So in light of the aforementioned challenges how is it possible to conduct an informative, interactive account review with Dan regarding your financial holdings? Well thanks to modern technology it’s a reality, right at your finger tips, easy and convenient!
With the recent integration of the program “LogMeIn Pro” into our software systems it’s possible for you to experience an interactive, in depth account review with Dan with no commute or office visit required! You can now receive detailed account reviews via a simple phone call. All you need is access to a computer with internet access (with “Active X” capabilities see below), approximately 20 to 30 minutes of chat time and of course a telephone!
Prior to your conversation with Dan you’ll receive an e-mail like the one below.
You have been invited to access Daniel.McCarthy@natplan.com computer.
Click this link to accept the invitation:
https://secure.logmein.com/g?ekb1qb8jfhdlnu67cv971v4v1ul4085tgdj2b8dt
Simply click on the link to accept Dan’s invitation and in moments you’ll have a prime view of Dan’s desktop and easily be able to follow along while he reviews your account in detail! It really is that easy and you’ll save time and travel expenses in the process!
Please note the software application “Active X” is required on your desktop in order to participate in our “LogMeIn Pro” program. If you are prompted to add this program to your computer it will only take you a few moments (it’s a very common application). Once your “Active X” download is completed you’re good to go!
Don’t postpone or put off scheduling your account review due to pressing work commitments or travel challenges any longer! Call John Fachy @ 617-847-4800 ext. 4 to schedule your appointment today! Don’t be shy and give “LogMeInPro” a try!
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