Welcome to the VOS Blog! This is a resource written specifically for financial advisors who want to work smarter, serve clients better, and build a practice that runs like it should.
We cover the topics that come up most in our work with advisors every day. Browse everything, or click any topic label above a post to explore content by category: Leveraging AI, Marketing 101, Practice Management, Tax Season, and Summer Strategies.
Whatever's on your plate right now, there's something here for you.
Still Recovering from December? Watch how we lighten December’s Load with our RMD Tracker!
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.