Pioneering the Virtual Assistant Industry serving Financial Advisors Nationwide, since 1992.
What are three tasks you could assign to an assistant this week if you had one? And, what would YOU do with the extra time you’d gain? If just thinking of having extra time in your schedule brings you a sense of relief, that might be your first sign! Over the years, we have spoken…
Imagine getting a call that one of your client’s has passed away and during the process of going through their accounts to distribute monies, transfer accounts and setup beneficiary IRA’s, it’s discovered that the beneficiary listed on the account passed some time ago. Or that the beneficiary field was left blank or worse, the beneficiary…
As we head into the Memorial Day Holiday weekend, our family is reminded of three very special people that have touched our hearts throughout the years. Fallen Soldiers Army 1st Lt. Ashley I. White, Air Force Senior Airman Jonathan V. Yelner and Marine Lance Cpl. David S. Parr were either childhood friends and/or served alongside…
Have you ever been on the phone with a client or in a web meeting when a question comes up that you need an answer to right away? If you’re already on the phone, you can’t call someone, and it wouldn’t be very professional to holler across the room for the answer. If the person…
If you want to work virtually between your team and clients or you just want the freedom of being able to work away from the office, you’ll need a way to access your files without physically being in your office. This requires you to ditch the old filing cabinet and set up one of the…