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…
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!
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?
Our Family Thanksgiving“Gathering around to say grace” Dear Reader, From our family to yours, wishing you and your family a very safe, warm and Happy Thanksgiving! PS Just a reminder that our office will be closed for the holiday beginning Thursday, Nov. 23rd and returning Monday, Nov. 27th. Happy Thanksgiving!! James and Sherry Carnahanand the…
As we enter into the month of October, I am reminded of what a special time of year this is for me. You see, it was 31 years ago that I acted on a longtime vision of servicing
Sherry’s Original 1992 Business Card
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!