Pioneering the Virtual Assistant Industry serving Financial Advisors Nationwide, since 1992.
What are three tasks you could assign to an assistant this week if you had one? And, what would YOU do with the extra time you’d gain? If just thinking of having extra time in your schedule brings you a sense of relief, that might be your first sign! Over the years, we have spoken…
Have you ever been on the phone with a client or in a web meeting when a question comes up that you need an answer to right away? If you’re already on the phone, you can’t call someone, and it wouldn’t be very professional to holler across the room for the answer. If the person…
Have you ever heard the true story about the farmer and his donkey? Hearing a noise coming from his well, the farmer looked in and saw one of his donkeys at the bottom. He couldn’t find a way to get the animal out and since it was quite old, he figured it wouldn’t be worth…
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…