Delegate Now. Breathe Easier.

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. 

As your VOS team, we specialize in providing administrative and marketing support to fee-only advisors so you can stay focused on serving your clients and growing your firm while we handle the details. 

Here’s how we can help in Q4: 

✅ IRA Contributions & Roth Conversions – track, process, and follow up so nothing falls through the cracks 

✅ QCDs & RMDs – keep clients on schedule with reminders and confirmations 

✅ Fall Meeting Surge – prep agendas, confirm appointments, and update CRM notes 

✅ Tax Return Collection – With the October filing deadline approaching, now’s the time to request and organize client tax returns

✅ Tax Planning Support – update tax preparer's info in the CRM and gather the right documents 

✅ CRM Relationship Management – Keep your database clean and current by linking households, updating contact details, syncing beneficiaries, and ensuring notes, tasks, and workflows are organized

✅ Beneficiary Reviews – ensure designations are current across accounts 



✅ Workflows & Automations – streamline recurring tasks so you’re not reinventing the wheel 

Quarter 4 doesn’t have to be overwhelming. Whether it's behind-the-scenes administrative support or front-facing marketing help, VOS is here to keep your practice running seamlessly. 

Visit www.thevosteam.com/what-we-do or email us
to learn how a Client Service Specialist
can help you delegate now so you can breathe easier later.