EverSource Positions for Growth in Expanding Market for Virtual Administrative Assistants
Subsidiary
Consider It Done!
Expands Executive Leadership Team
EverSource Wealth Advisors® welcomes Rhonda Lutzke as chief strategy officer (CSO) for Consider It Done! (CID), a wholly owned subsidiary operating as part of EverSource Advisor Services. This expansion of the leadership team for CID recognizes the significant growth in the arena of virtual administrative services.
September 2, 2021
Contact: Ed Hart, Director of Marketing and Business Development, ehart@eversourcewa.com
Offering a Total Support System for independent financial advisors and breakaway wirehouse advisors, EverSource provides back-office support, along with proprietary technology, compliance consulting, and investment portfolios. EverSource acquired Consider It Done! in December of 2020 after two years of employing the company and recommending CID’s virtual administrative services to its advisor network.
Lutzke explains the strategic nature of CID as a part of EverSource: “In the financial services industry, utilizing virtual assistants solves two common problems. We provide the flexibility and the opportunity for a specialized workforce of experienced client associates to utilize their skills. At the same time, we enable financial advisors to expand their capacity to handle growth without hiring a full-time team member and incurring the cost of training and back-office operations.”
Lutzke brings to EverSource extensive executive leadership experience in the communications industry and in financial services. She currently serves on the board of directors and as budget committee chair for Kohler Credit Union in Kohler, Wisconsin. Her previous cross-functional roles have included vice president for product development and area president for Frontier Communications, a Fortune 500 company.
As CSO for Consider It Done!, Lutzke will lead in strategic planning and business management as well as developing the organization’s service delivery model and training practices.
Looking to the future, Lutzke commented, “As Eversource continues to grow, Consider It Done! will be a vital part of the service model. CID will expand to provide the needed capacity to meet the demand for virtual assistant services, which has tremendous market potential today and going forward.”
Mark Wesson, EverSource CEO said, “We are excited to have such a talented and experienced person join us to lead the strategy and growth for Consider It Done! Rhonda is uniquely qualified for this role, as evidenced by her experience and success in working with and leading high-functioning service teams.”
About EverSource Wealth Advisors
EverSource Wealth Advisors® is an RIA that equips financial advisors to serve their clients with excellence, grow their business and income, and experience the benefits of a culture and community aligned with their values. Currently supporting more than $1 billion in investment assets, EverSource offers a financial services platform with investment resources, back-office support, and technology for independent advisors.