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.