A Word of Caution for RMDs
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Pioneering the Virtual Assistant Industry serving Financial Advisors Nationwide, since 1992.
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It’s been three years since our last review on cloud storage and file sharing platforms. With so many updates and platforms to choose from, we knew it was time for another review of the most common cloud storage and file sharing platforms that we work with every day. For those that are searching for a…
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…
Imagine getting a call that one of your clients has passed away and during the process of going through their accounts to distribute monies, transfer accounts and setup beneficiary IRAs, 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 was never changed after a divorce. Can you imagine how distraught the ‘would be’ beneficiary would feel?
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.
Do you dream of taking off to Europe for the summer or planning a month long missions trip to India or a faraway place but are worried about leaving the office for that long? It’s no secret that hiring a virtual assistant can free up your time from having to hire, train and maintain an…
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…