Pioneering the Virtual Assistant Industry serving Financial Advisors Nationwide, since 1992.
Our Family Thanksgiving“Gathering around to say grace” Dear Reader, From our family to yours, wishing you and your family a very safe, warm and Happy Thanksgiving! PS Just a reminder that our office will be closed for the holiday beginning Thursday, Nov. 23rd and returning Monday, Nov. 27th. Happy Thanksgiving!! James and Sherry Carnahanand the…
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!
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!
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,…
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…
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…