Feeling A Little Overwhelmed?

How to Choose a Financial Planner

​Do you know how to pick a financial planner that has your best interests in mind?

Why My Virtual Sales Assistant?

In The News

The financial services industry has changed dramatically in recent years. Many people report spending up to 30% of their time on Compliance matters. Paperwork requirements have increased and a stock market that resembles a roller coaster ride has made times difficult for many. With 17a-3 requirements, Privacy Notice mailings, Form ADV offers, and a multitude of other requirements, many representatives find themselves processing routine paperwork when their time could be better spent building their business.
Consider this...
The average financial services representative makes somewhere between $175—$250 per hour. Routines are routines and they can’t be avoided. Doesn’t it make sense to have somebody else handle those areas of your business that don't generate revenue?
We have the solution. Outsource those tasks to My Virtual Sales Assistant. We’ll handle those tasks for you, on an as-needed basis. Why worry about payroll and payroll taxes, fringe benefits, and simply being obligated to a set employee schedule when you don’t have to? Let us handle those things we’re good at, you handle those things that you’re good at. Simple.

Creating and Managing Wealth

​Wealth comes from a number of different resources. You can create your future wealth strategy right now.

What should I invest in?

With today's economy it's hard to know what you should be investing in.


My Virtual Sales Assistant