Pioneering the Virtual Assistant Industry serving Financial Advisors Nationwide, since 1992.
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!
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.
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…
By Sherry Carnahan, aka David Drucker’s Assistant Editor’s note: This article was published one year ago today in honor of our long time client David Drucker. We thought it would be fitting to publish it today. We hope you enjoy reading a bit of our history. The Financial Services Industry will be losing a great…