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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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…
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.
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…
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…
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…
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…