February is one of those months that can quietly spiral for financial advisors. 

Tax documents begin to arrive. Compliance deadlines loom closer. And suddenly, tasks that felt like future problems are very much today’s responsibility. 

At Virtual Outsource Solutions (VOS), this is the time of year when organization and process matter most. Our role isn’t to replace your compliance professionals or prepare filings for you, but to manage the workflow, gather the right information, and keep everything documented and audit-ready, so nothing falls through the cracks. 

Here’s how we support advisors during this critical stretch. 

Every year, Required Minimum Distributions have the same due date: December 31. And every year, plenty of advisors and clients wait until the very last minute to handle them. If that was you this year, you likely experienced some combination of stress, rushed calculations, and extended hold times with custodians like Schwab and Fidelity (60–90 minutes, anyone?). You weren’t doing anything wrong. You were just doing what everyone else was doing at the same time.

January is one of the busiest months for financial advisors. As clients reset their goals, review last year’s performance, and prepare for tax season, your to-do list grows quickly. It’s a perfect time to streamline your workflow, tighten up your marketing, and get ahead of tasks that tend to pile up during the first quarter.

Our skilled Client Service Specialists are trained in various CRMs and can help you stay organized and efficient by managing the details that keep your client relationships strong and your systems running smoothly.

Even the most efficient professionals sometimes underestimate just how much they can gain by letting go of the right tasks.

Below are a few of the most common questions we hear, and the lessons behind them.

Quarter 4 is right around the corner. Are you ready?

As summer winds down, financial advisors know that fall brings a surge of activity: tax planning, client meetings, and year-end deadlines. The good news? You don’t have to do it all yourself. 

Client calls. Admin tasks. Marketing. Repeat. If your week feels like a cycle instead of a strategy, you’re not alone.

Take some time this summer to identify goals and create a strategy.

Your CRM isn’t just a tool—it’s the operational heartbeat of your firm.

Clients don’t leave because of volatility. They leave because they haven’t heard from their advisor.

An access person is a supervised person who has access to nonpublic information regarding clients’ purchase or sale of securities, is involved in making securities recommendations to clients or who has access to such recommendations that are nonpublic.

To help you attract new clients, we're in the midst of our Marketing 101 series! Over the next few weeks, we'll share valuable insights to help you effectively market your financial advisory services.

To help you attract new clients, we're in the midst of our Marketing 101 series! Over the next few weeks, we'll share valuable insights to help you effectively market your financial advisory services.

To help you attract new clients, we're in the midst of our Marketing 101 series! Over the next few weeks, we'll share valuable insights to help you effectively market your financial advisory services.

To help you attract new clients, we're in the midst of our Marketing 101 series! Over the next few weeks, we'll share valuable insights to help you effectively market your financial advisory services.

To help you attract new clients, we're in the midst of our Marketing 101 series! Over the next few weeks, we'll share valuable insights to help you effectively market your financial advisory services.

To help you attract new clients, we're introducing our Marketing 101 series! Over the next six weeks, we'll share valuable insights to help you effectively market your financial advisory services.

When it comes to preparing for your SEC audit, having consistent practices in place is key.

Whatever your goals, VOS Client Service Specialists are your partners in conquering this new year.

Think of us as your time-unlocking allies.