These companies are familiar with ProTracker Advantage:
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Virtual E Business Solutions |
| Efficiency at its Best | |
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As a Virtual Assistant, I specialize in working with Financial Advisors to help them provide excellent customer service to their clients. I have a combined 20-year background in the Insurance and Financial industries. I am familiar with the operations of many financial firms and can assist you with setting up client appointments, completing new account applications, and following up on account transfers, as well as other service issues.
In addition to ProTracker
Advantage, I use several other software
applications, including Morningstar and MoneyGuidePro.
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Total Office, Inc. > |
| A New Way to Get Things Done! | |
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Total Office
has forged a
niche in serving the unique needs of the
Financial Planning industry. Working
virtually, for more than 17 years the company
has provided dependable, trustworthy virtual
office outsourcing. Their
behind-the-scenes-support includes services such
as
account administration
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My Virtual COO |
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No Excuses. Just Results. | |
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My Virtual COO™ works with small and mid-sized businesses to develop, design, operate, and improve their systems to create and deliver a firm’s products and services. Through the use and leveraging of CRM technology, we integrate a firm’s operations, branding, and technology to efficiently streamline the business to be more profitable and scalable.
Contact
us at
info@MyVirtualCOO.com
or 443-275-1506 |
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Virtual Partners Group, Inc. |
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VPG Keep You on Track and on Time |
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Virtual Partners Group is the silent partner for the independent financial advisor. We run daily operations like completing and following up on paperwork and communicate with customers or custodians. We also help companies create and implement procedures and manuals to ensure an efficient back office. |
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