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Tips & Tricks

My Virtual COO is on YouTube


How to save time filling out forms using Redtail & Laser Apps properly

How to save time filling out forms using Redtail & Laser Apps properly

 
How to save time & money preparing a financial plan using online questionnaire, CRM and planning software

How to save time & money preparing a financial plan using online questionnaire, CRM and planning software

 

Articles and Presentations

 

Publication Title
FPA Practice Management- Article 4 ways to Boost Efficency in and Cut Costs
Technology Tools for Today – Article Taking Control of Process
Inc. Magazine Outsourcing to Save Money?
NAPFA Magazine 4 Steps to Improve Cash Flow in your business

My Virtual COO is on YouTube


My Virtual COO’s Solution to Saving Time Scheduling Appointments

COO’s Solution to Saving Time Scheduling Appointments

           

 

Articles and Presentations

 

Publication Title
Financial Planning Magazine Article: Chicken & Egg by Bob Veres: Using Outsourcers to allow your business to grow
My Virtual COO
PowerPoint Presented to Custodians – Emerging RIA Practice and Case Studies

My Virtual COO is on YouTube


COO’s Solution to Managing multiple Calendars

COO’s Solution to Managing multiple Calendars

 
How to send a broadcast email from Redtail CRM

How to send a broadcast email from Redtail CRM

 
How to save time & money preparing a financial plan using online questionnaire, CRM and planning software

How to save time & money preparing a financial plan using online questionnaire, CRM and planning software

 
How to save time filling out forms using Redtail & Laser Apps properly

How to save time filling out forms using Redtail & Laser Apps properly


My Virtual COO provides a Video Overview of NetDocuments

Video Overview of NetDocuments

 
Another great integration to save time: CRM, Portfolio Mgmt, Financial Planning, Research Analytics

Another great integration to save time: CRM, Portfolio Mgmt, Financial Planning, Research Analytics

       

 

Articles and Presentations

 

Publication Title
Precise FP Webinar INSTRUCTIONS: Time Saving Instructions to collect financial data, update your CRM and prepare a financial plan.
Technology Tools for Today ARTICLE: The ABCs of Implementing Workflow Processes

Click below to view our provider list which includes providers ranging from portfolio administration, compliance to marketing, administrative help and more. These expert providers can reduce your labor costs, increase your capacity as you grow, provide expert results, and free up time to focus on your clients’ needs.
See our Virtual Solutions for Advisors Directory of Qualified Outsourcers


My Virtual COO is on YouTube

 


My Virtual COO provides you with the information necessary to add a task properly within Redtail CRM

How to Add a Task properly within Redtail CRM

 

NetDocuments Integration with Salesforce CRM

 
GoalgamiPro SSO Integration with Redtail CRM

GoalgamiPro SSO Integration with Redtail CRM

 
Laser App Anywhere Pull Integration with Salesforce CRM

Laser App Anywhere Pull Integration with Salesforce CRM


Laser App Anywhere Push Integration with Redtail CRM

Laser App Anywhere Push Integration with Redtail CRM

         

Articles and Presentations

 

Publication Title
CFA Institute Magazine Article: How Far Should Advisers Go When Deciding to Outsource?
Financial Planning Magazine Article: Chicken & Egg by Bob Veres: Using Outsourcers to allow your business to grow
WealthManagement.com Hands Off
FA News The Evolving Role of Human Capital in a Financial Advisory Practice
Inc. Magazine Outsourcing to Save Money?
Virtual Solutions for Advisors Advisors Face Hiring Dilemmas: Outsourcing or Not?
NAPFA Advisor Magazine ARTICLE – Goldman quoted in NAPFA Magazine on Nine Ways to Embed Compliance when Outsourcing to Virtual Staff
Practice Management Solutions ARTICLE – To Grow Go Virtual