My Virtual COO Announces Alliance with Pinnacle Advisor Solutions!

Pinnacle Advisor Solutions, a leading provider of comprehensive business solutions for emerging advisors, is announcing an alliance with My Virtual COO, a leading practice management firm focused on back office solutions including evaluating, recommending and implementing custom, integrated and affordable software, processes and virtual staff. This alliance expands the back office solutions available to emerging advisors through Pinnacle Advisor Solutions.
In partnership with Pinnacle Advisor Solutions, MyVirtualCOO is now offering a unique, low-cost opportunity to understand what steps an advisor can take in 2012 to make the business more effective. This opportunity is specifically designed for (a) advisors who are unsure what operational infrastructure is most appropriate for their practice and/or (b) advisors who have already invested in operational infrastructure but do not believe they are realizing its full potential.
“In an increasingly complex and competitive business environment, strategic business planning is vital to success,” stated John Hill, CEO of parent company Pinnacle Advisory Group and the newly-formed Pinnacle Advisor Solutions. “Knowing that building a business can be a seemingly daunting task, especially when advisors are already so time-constrained, working with a leader in the field to break-down the effort into manageable and affordable tasks is invaluable.”
Following a 30-day engagement, MyVirtualCOO will deliver a Strategic Operational Blueprint that identifies the key operational processes; evaluate the cost-benefit of various operational structures; recommend the appropriate structure, processes and technology; determine the cost to implement; and estimate expected savings and efficiency improvements. And in order to make the Strategic Operational Blueprint an affordable first step for emerging advisors, it will be available for only $1495 – a fee that will be reimbursed for those advisors who subsequently choose to partner with Pinnacle Advisor Solutions for its risk-managed investment solutions and strategic business consulting.
“Emerging advisors face enormous challenges”, stated Jennifer Goldman, CFP®, president of My Virtual COO, “and in addressing those challenges, the first step is always the most difficult. We wanted to support the emerging advisor community by creating an offer that makes taking that first step as easy as possible so advisors can to take their firms to the next level.” For the full press release click HERE: