Pioneering the Virtual Assistant Industry serving Financial Advisors Nationwide, since 1992.
As we close out October and enter into November, I am reminded of what a special time of year this is for me. You see, it was 26 years ago that I acted on a longtime vision of servicing clients all over the country while working from my office in Ohio. Personal computers and the…
An Advisor of ours posed the question, “In light of the Equifax issues, have we experienced any problems with opening new brokerage accounts?” My immediate response would have been, “Negative” just because I hadn’t been having any problems with accounts. But to be certain that the accounts I have been working on were not the…
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…
Try Posting Shareable Images! They say a picture says a thousand words and when combined with famous quotes, inspiration and useful tips they say even more. That’s why posting compelling Shareable Images has become an increasingly powerful tool that is known to drive traffic to your blog or website, garner likes, comments and better yet,…
A Special Memorial Day Tribute to Three Fallen Heroes: As we head into the Memorial Day Holiday weekend, our family is reminded of three very special people that have touched our hearts throughout the years. Fallen Soldiers Army 1st Lt. Ashley I. White, Air Force Senior Airman Jonathan V. Yelner and Marine Lance Cpl. David…
You may have a Twitter or LinkedIn profile, but do you know to use it as a marketing tool? The other day I overheard my husband, James, talking with one of our newest clients. This particular client mentioned that she’s had a LinkedIn and Twitter account but honestly, had no idea how to use it,…