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…
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…