Pioneering the Virtual Assistant Industry serving Financial Advisors Nationwide, since 1992.
Every business has pivotal moments that kick things up a notch. One of those moments happened for me in 1999, shortly after I went live with a new thing called a “website”. Within weeks, a reporter from Tickler magazine had gotten wind of my virtual office services serving Financial Advisors and wanted to write about…
As we settle into the month of October, I am reminded of what a special time of year this is for me [Sherry]. You see, it was 33 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 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 settle into the month of October, I am reminded of what a special time of year this is for me [Sherry]. You see, it was 32 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 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!
When we talk to our advisors during check-in calls, many times they tell us how much they love our Instagram and Facebook posts of the “behind the scenes” activities of their TOI team. So, for this month’s blog, we thought we would bring you into our world and show you some of the things our team has been up to in August.
We hope you will enjoy it. – James and Sherry
On Earth Day last month, our COO, James Carnahan (shown above in the Aussie hat) and volunteers from Riverkeepers Ohio, set out on Ohio’s waterways to clean up trash and debris from Summit Lake and the Tuscarawas River near where they live.
Riverkeepers Ohio was formed after James discovered and reported a major oil spill in the Tuscarawas River on July 6, 2023 while on his way to his favorite fishing hole. He went back two days later only to discover that the spill was actually more extensive than anyone thought.
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!