Pioneering the Virtual Assistant Industry serving Financial Advisors Nationwide, since 1992.
An inside look at our OctoberQuarterly Team Meeting We are always getting asked by our clients about how our quarterly team meetings went and what did we do. They know we try to mix business with pleasure and they want to know about it! 🙂 For those curious minds here is a review of all…
Another TOI team meeting in the books On Friday, February 7, 2025, we gathered at Galaxy Restaurant in Wadsworth, OH for our 1st quarterly team meeting of 2025. As usual we had a great time and we got in some important training, laughs and fun. Our morning started off with a ‘social hour’ so everyone could…