Thinking Outside The box

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Growing Trend – Advisors Are Going Mobile in a Big Way!
BySherry Carnahan 2018-01-302024-03-27

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…

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Account Adminstration | Business | Delegatation | Entreprenuership | How to delegate | How-To | Many hats | Organization | Outcourcing | Thinking Outside The box | To Do List | Virtual Assistant

Are You Wearing Too Many Hats?
BySherry Carnahan 2017-08-302017-09-13

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…

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Account Adminstration | Back Office Support | Beneficiaries | Business | Client Updates | History | Practice Management | Processes | Technology | Thinking Outside The box | Total Office | Value-added | Virtual Assistant

Have Your Heard What’s New?
BySherry Carnahan 2017-01-092017-01-09

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…

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Business | Celebrating | Entreprenuership | Financial Advisors | History | Marketing | Pioneer | Target Marketing | Technology | Thinking Outside The box | Total Office | Virtual Assistant | Virtual Office

Celebrating 25 Years of Success!
BySherry Carnahan 2016-10-312016-11-01

Celebrating 25 Years of Success! 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 twenty five years ago that I acted on a long-time vision of servicing clients all over the country while working from my…

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Thinking Outside The box

Are You Wearing Too Many Hats?

Have Your Heard What’s New?

Celebrating 25 Years of Success!

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