Pioneering the Virtual Assistant Industry serving Financial Advisors Nationwide, since 1992.
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…
Often the new year comes with fresh ideas and new goals, and we’re always excited to do our part to help you bring them to life! Spring is a great time to get a head start on those projects and get setup for success. Our team has built in additional project capacity during this time…
Imagine getting a call that one of your clients has passed away and during the process of going through their accounts to distribute monies, transfer accounts and setup beneficiary IRAs, it’s discovered that the beneficiary listed on the account passed some time ago. Or that the beneficiary field was left blank or worse, the beneficiary was never changed after a divorce. Can you imagine how distraught the ‘would be’ beneficiary would feel?
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…
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 26 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…
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…