Kristian has been a fantastic addition to our workflow and has been doing a great job managing everything we are giving him. Our needs are definitely being met, and we really appreciate the flexibility the team has shown, especially as we've been navigating some of our higher-priority projects recently.

One area where I feel you guys are truly excelling is communication. The weekly check-ins have been incredibly helpful for keeping us on track and ensuring nothing falls through the cracks. We are really happy with how the partnership is evolving.

“𝘐’𝘮 𝘴𝘭𝘰𝘸𝘭𝘺 𝘱𝘶𝘵𝘵𝘪𝘯𝘨 𝘮𝘰𝘳𝘦 𝘪𝘵𝘦𝘮𝘴 𝘪𝘯 𝘚𝘵𝘦𝘱𝘩𝘢𝘯𝘪𝘦'𝘴 𝘤𝘰𝘶𝘳𝘵 𝘢𝘯𝘥 𝘴𝘩𝘦’𝘴 𝘣𝘦𝘦𝘯 𝘴𝘶𝘱𝘦𝘳 𝘦𝘯𝘨𝘢𝘨𝘦𝘥, 𝘤𝘰𝘮𝘮𝘶𝘯𝘪𝘤𝘢𝘵𝘪𝘷𝘦 & 𝘪𝘯𝘲𝘶𝘪𝘴𝘪𝘵𝘪𝘷𝘦 𝘢𝘣𝘰𝘶𝘵 𝘵𝘩𝘦 𝘦𝘯𝘵𝘪𝘳𝘦 𝘱𝘳𝘰𝘤𝘦𝘴𝘴. 𝘐 𝘳𝘦𝘢𝘭𝘭𝘺 𝘢𝘱𝘱𝘳𝘦𝘤𝘪𝘢𝘵𝘦 𝘩𝘦𝘳 𝘰𝘱𝘦𝘯𝘯𝘦𝘴𝘴 𝘵𝘰 (𝘢) 𝘭𝘪𝘴𝘵𝘦𝘯 𝘵𝘰 𝘮𝘺 𝘱𝘳𝘦𝘧𝘦𝘳𝘦𝘯𝘤𝘦 𝘧𝘰𝘳 𝘩𝘰𝘸 𝘐 𝘭𝘪𝘬𝘦 𝘵𝘩𝘪𝘯𝘨𝘴 𝘵𝘰 𝘣𝘦 𝘥𝘰𝘯𝘦 𝘣𝘶𝘵 𝘢𝘭𝘴𝘰 (𝘣) 𝘩𝘦𝘳 𝘸𝘪𝘭𝘭𝘪𝘯𝘨𝘯𝘦𝘴𝘴 𝘵𝘰 𝘴𝘩𝘢𝘳𝘦 𝘪𝘥𝘦𝘢𝘴/𝘤𝘰𝘭𝘭𝘢𝘣𝘰𝘳𝘢𝘵𝘦.

𝘐’𝘮 𝘴𝘶𝘳𝘦 𝘐’𝘮 𝘯𝘰𝘵 𝘵𝘩𝘦 𝘰𝘯𝘭𝘺 𝘈𝘥𝘷𝘪𝘴𝘰𝘳 𝘸𝘩𝘰 𝘤𝘢𝘯 𝘴𝘰𝘮𝘦𝘵𝘪𝘮𝘦𝘴 𝘮𝘰𝘷𝘦 𝘢 𝘮𝘪𝘭𝘦 𝘢 𝘮𝘪𝘯𝘶𝘵𝘦(!), 𝘣𝘶𝘵 𝘴𝘩𝘦’𝘴 𝘵𝘢𝘬𝘪𝘯𝘨 𝘯𝘰𝘵𝘦𝘴 𝘢𝘯𝘥 𝘢𝘴𝘬𝘪𝘯𝘨 𝘲𝘶𝘦𝘴𝘵𝘪𝘰𝘯𝘴 𝘢𝘭𝘰𝘯𝘨 𝘵𝘩𝘦 𝘸𝘢𝘺.

𝘐 𝘫𝘶𝘴𝘵 𝘸𝘢𝘯𝘵𝘦𝘥 𝘵𝘰 𝘴𝘩𝘢𝘳𝘦 𝘩𝘰𝘸 𝘸𝘦𝘭𝘭 𝘪𝘵’𝘴 𝘨𝘰𝘪𝘯𝘨.

- Brendan O’Rourke, Greenway Financial Advisors LLC

“Riley is phenomenal! I definitely see a path working with Riley at least 20 hours a month for the remainder of the year and likely beyond. He's very good!”

— Derek R. Lawson, Priority Financial

"So thankful to have met VOS, as you guys truly are a dream team for us independent RIAs! I've already referred you a few times and will many more times.  I have a pretty good network of RIAs and there is NO ONE like you guys.”

— Stephen A. Taylor, Merited Wealth

“We can’t believe it’s been six months! It feels like Amy has been part of our team forever – in a really good way. Amy has been both proactive and responsive to our needs. She’s taken vital tasks off our plates successfully and has been an excellent process partner. Her input to the processes we’re building and updating to incorporate her into the team have been invaluable. Plus she’s always been a bright ray of sunshine and is a joy to work with.”

— Dani & Linda, Peace of Mind Financial Planning

“We're very pleased with VOS and the services we're receiving. The partnership has been excellent, and we value the support your team provides. 

We can't say enough great things about your marketing program. Sandra has been fantastic to work with and she has opened our eyes to what's possible and helped us realize we needed to invest more heavily in that area.”

— Jared Jones, Omega Wealth Management

“I am continually impressed and thankful to have Kristian on my team. He is a fantastic resource, and I value his expertise and feedback immensely.”

— Nik Koumoundouros, Komons Financial LLC 

“The fit of everyone I’ve been paired with at VOS has been a perfect fit for where I was in my business at the time. I wasn’t sure that I’d need any additional help after I hired a full time employee, but I am so happy that my Client Service Specialist mentioned your Marketing Program to me. I didn’t think I’d need the help at the time, but the help I’ve gotten from VOS so far feels like a game changer for my business. It’s been tremendous. I’m really excited about the work you’ve been doing for me, sorting through all the ideas I have about marketing and narrowing the focus to what will give us the most immediate impact. I really couldn't be happier.”

— Adam, Copper Beech Wealth Management

“Sandra has been a godsend.  Having access to her has really helped us elevate our abilities and efficiency related to marketing.  

Kristian has been great, too.  With his help with meeting prep, our meetings with clients have been more productive.  And having to get information to him well before the meeting has helped our accountability to our timeline, too.

All in all, it’s been a great experience and investment for us to work with VOS.”

— Megan, President, Watercolor Financial

“Team VOS is an incredibly supportive resource for our firm. Their work is conscientious and detail oriented. Their attitude is cheerful and 'can-do'. They have made and continue to make a key difference in the execution of our firm's growth plans.”

— Esther Szabo, Founder, Gates Pass Advisors

“David is a ROCK STAR. I honestly do not know how I made it this far without him. Please do not let him leave!”

— Chad Holland, Managing Director, Holland Capital Management LLC

“Jan is an excellent virtual assistant. Her ability to solve problems and handle all details required to get the job done are unmatched! She is experienced, educated and absolutely loves helping people (both clients and advisors). I strongly recommend Jan and Virtual Outsource Solutions.”

— Sue Chesney, Owner/Principal, Delegated Planning, LLC

“Darren is doing a wonderful job for our firm and we are very thankful for the partnership. We would refer VOS in a heartbeat. “

— Scott Schatzle, Wealth Advisor and Founder, Mutual Trust Advisory Group

“I have referred many of my clients to Jan. She is smart and experienced. She is beyond a virtual assistant. She will bring ideas and resources to the table to help you streamline your business.”

— Ginny Hudgens, Strategic Planner & "Hands On" Implementer for Financial Advisors & Wealth Managers

“We are so excited to have Alycia as part of the Balentine Team. We couldn’t have made it without her. She has made the process of using a Virtual Assistant quite smooth and easy, and we look forward to adding more from VOS to our team!”

— Ina Toderita, Director of Operations, Balentine: The Art and Science of Investing

“I can’t speak highly enough of Jan. She has an excellent rapport with my clients and we meet regularly to collaborate on streamlining operational efficiencies and revenue driving ideas. Most importantly she is a true partner…our relationship has allowed me to leverage my most important commodity - my time - which has propelled my business faster than anything else I have done. Jan was with me for the full year last year. Including what I paid her, my net income went up by 5 times as much as I paid her. Maybe your business isn’t growing as fast, but maybe it could be.”

— Michael Garry, Yardley Wealth Management, PA Author of "Independent Financial Planning

“As a new RIA, we needed operational support but could not afford to pay a full time employee. Virtual Outsource Solutions provided us with an experienced professional who had industry expertise and experience with the Schwab platform. Our rep provided us with scalable support in forms, money movement, applications and client servicing. The operational support that we have received from Virtual Outsource Solutions has allowed us to focus on the business matters which are most important to us like growing the business and spending time with clients.”

— Louis Fancher III, Director of Financial Planning, 46 Peaks Investment Advisory Group

“I love working with Virtual Outsource Solutions. I can give them assignments working with clients I cannot give anyone else. And as soon as I give it to them, I can forget about it because I know it will be done. There are tasks I give them in regard to prospects I won’t even assign to my internal staff.”

— Stephen Wershing, CFP, The Client Driven Practice, Author of "Stop Asking For Referrals”

“Jan, Thanks so much for all your help! It was great to have such a short start up time due to your familiarity and expertise with our technology, particularly our Custodian and CRM. It was extremely helpful that it took minimal training on my part to get up and running with your services. Your responsiveness and attention to detail are outstanding. I would highly recommend the services of you and your team!”

— Rick Epple, CFP, Aurochs Financial Group, MN

“I can't recommend Jan enough. She has been a huge help in providing top notch service to my clients. Can't imagine what I'd do without her!”

— Jeffrey Moss, CPA Pres at Moss & Company, PA

“I wanted to just let you both know how pleased I am working with David Zeligson. He has made an immediate positive impact to my practice and my clients!”

— Paul F. Cordero, CFP, EA, Attune Financial Planning