Pioneering the Virtual Assistant Industry serving Financial Advisors Nationwide, since 1992.
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.
Since our last newsletter our team has been working closely with our TD Ameritrade Institutional advisors to help prepare them and their clients for the long-awaited conversion to the Schwab platform on September 5th. Our team has been diving deep into transition guides, attending webinars, talking with integration partners, and comparing notes to ensure we have…
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…
As we enter into the month of October, I am reminded of what a special time of year this is for me. You see, it was 31 years ago that I acted on a longtime vision of servicing
Sherry’s Original 1992 Business Card
clients all over the country while working from my office in Ohio. Personal computers and the internet were not readily available at that time and the word “Virtual” hadn’t been coined yet. How was it going to happen? God only knew!
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…
What My Dad Taught Me About Social Media Marketing
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 in his home. In those days he made house calls and if he wasn’t able to fix the device in the customer’s home, he would bring them back home to work on.