VIRTUAL OUTSOURCE SOLUTIONS LLC
DAVIE, FLORIDA

is currently providing a variety of virtual business administrative services and personal assistance to financial advisors across the U.S. Our team's unique skill set as well as our familiarity with virtual tools provides an advantage to advisory firms looking to streamline their workflows through a virtual partnership and provide their clientele with an outstanding client experience. "Jan, Thanks so much for all your help! It was great to have such a short start up time due to your familiarity and expertise with our technology, particularly our Custodian and CRM. It was extremely helpful that it took minimal training on my part to get up and running with your services. Your responsiveness and attention to detail are outstanding. I would highly recommend the services of you and your team!" "I love working with Virtual Outsource Solutions. I can give them assignments working with clients I cannot give anyone else. And as soon as I give it to them, I can forget about it because I know it will be done. There are tasks I give them in regard to prospects I won’t even assign to my internal staff." "Now that I am more than a year into my relationship with Jan, I am actively looking for tasks to assign to her. As advisors we all know that we should be spending the bulk of our time meeting with clients and working on solutions for them and planning for our businesses. If we want to do every task our businesses need done, we might be working hard, but we aren’t doing our clients or ourselves any favors. It took me 6 years to realize it, but you need help in order to be successful. The place to start is with a Virtual Assistant. I can’t speak highly enough of Jan and I’d urge you to reach out to her. Jan has an excellent rapport with my clients and we meet regularly to collaberate on streamlining operational efficiencies and revenue driving ideas. Most importantly she is a true partner, our relationship has allowed me to leverage my most important commodity, my time, which has propelled my business faster than anything else I have done. Jan was with me for the full year last year. Including what I paid her, my net income went up by 5 times as much as I paid her. Maybe your business isn’t growing as fast, but maybe it could be. I have referred many of my clients to Jan. She is smart and experienced. She is beyond a virtual assistant. She will bring ideas and resources to the table to help you streamline your business." "Jan is an excellent virtual assistant. Her ability to solve problems and handle all details required to get the job done are unmatched! She is experienced, educated and absolutely loves helping people (both clients and advisors). I strongly recommend Jan and Virtual Outsource Solutions." I can't recommend Jan enough. She has been a huge help in providing top notch service to my clients. Can't imagine what I'd do without her customized business and administrative service brings a seamless back-office capability to your firm. Experience a new freedom in growing your business and concentrate on those things you do best! As your Virtual Work Partner, we offer continual administrative support based on your unique needs. Providing you with a one-on-one partnership allowing for greater continuity and focusing on your firm’s unique goals. We can assist with marketing and networking, working with clients, business development, administration, systemization, and technology implementation.