Pioneering the Virtual Assistant Industry serving Financial Advisors Nationwide, since 1992.
Have you ever heard the true story about the farmer and his donkey? Hearing a noise coming from his well, the farmer looked in and saw one of his donkeys at the bottom. He couldn’t find a way to get the animal out and since it was quite old, he figured it wouldn’t be worth…
By Sherry Carnahan, aka David Drucker’s Assistant Editor’s note: This article was published one year ago today in honor of our long time client David Drucker. We thought it would be fitting to publish it today. We hope you enjoy reading a bit of our history. The Financial Services Industry will be losing a great…
Growing up I was blessed with a wonderful father who gave me valuable lessons for running my own business. He was a well-loved electrician who worked on televisions, radios, stereos and other electronics. I remember when I visited him he would always have TV’s and radios stacked along the walls in the huge dining room…
A few months ago, while drinking my morning coffee in the wee hours of the morning, I was researching reviews on our client’s 2015 T3 Advisor Technology Conference when I came across financial writer, Michael Kitces’, Nerd’s Eye View blog (www.kitces.com). In his review he listed some take-a-ways from the conference. One take-a-way was a…