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.

It’s hard to believe 2023 is right around the corner!