A Word of Caution for RMDs
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Are you wearing too many hats? Most Advisors are! When advisors come to us they realize that they are wearing too many hats and want to delegate as much as they can but don’t know where or how to start. If you’re an advisor feeling that same way, you may find today’s article helpful. It…
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If you find that you’re often asking yourself “Where in the heck did I file that document?”, it’s probably not your memory failing but more likely that your filing system needs a makeover. Common sense suggests that having a folder for every type of document would make finding a particular document quick and easy, which…
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- Account Adminstration | Back Office Support | Beneficiaries | Business | Client Updates | History | Practice Management | Processes | Technology | Thinking Outside The box | Total Office | Value-added | Virtual Assistant
Have Your Heard What’s New?
With everyone thinking of fresh and new, now is a good time to send out a call for updates from clients on what has changed in the past year. From our experience, clients often make changes and forget to send those changes to advisors for updating. Things such as: Beneficiary updates Email, phone and address…
2024 Cloud Storage and File Sharing Platforms Review
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That’s a Wrap! – Schwab’s Transition that is!
As September comes to an end, we are busy wrapping up the loose ends from the recent TD – Schwab transition. Overall, we felt the transition went very smoothly. Most of the issues we saw were fairly isolated or things we anticipated. Service team hold times are returning to normal as the new service team members that transitioned from TD seem to be gaining confidence and familiarity with the processes.
