The Benefits of a Company Concierge

Published by Katie Sautter

Every day is a new adventure in the life of Carson Wealth Management Group’s Company Concierge! I manage all incoming errand requests for our stakeholders – they just have to fill out a form online. Coffee runs to Starbucks, lunch runs to local eateries, department store pickups and dry cleaning drop-offs are just some of the weekly personal tasks I assist with.

When we host client meetings, I will also pick up meal orders and supplies for any of our Omaha financial advisors. Occasionally, I will even get the privilege of transporting our clients or remote stakeholders to and from the airport.

In order to maximize efficiency, I have a designated errand assigned to each day. This way all of our stakeholders can plan ahead. For example, we have Mall Mondays, Target Tuesdays, Costco Wednesdays, Lunch Run Thursdays and Coffee Run Fridays. However, I am always willing to stop at these locations whenever needed.

In addition to providing daily services, seasonal services like mobile car detailing and holiday gift-wrapping are available for free or at a reduced rate. Throughout the year, I like to run fun contests centered around Husker football games, the Super Bowl and the Academy Awards where a lucky stakeholder can win “Concierge Bucks” to apply towards a personal errand.

You may have seen me around Omaha, actually! I drive our Carson Group customized van, which we named Philipe (voted on by stakeholders). Having a company concierge service is a rarity, but Carson Wealth truly understands the term “work-life balance”, and I help our time-strapped stakeholders with tasks!

Having this service provides essential support to our Omaha advisors and both our local and remote stakeholders. It allows our team to stay focused on their top priority; delivering trust, transparency and accountability to our clients.

Get in Touch

In just minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Contact Us

Stay Connected

Business professional using his tablet to check his financial numbers

401(k) Calculator

Determine how your retirement account compares to what you may need in retirement.

Get Started