What Our Advisors Say
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
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
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
Now that I am more than a year into my relationship with Jan, I am actively looking for tasks to assign to her. As advisors we all know that we should be spending the bulk of our time meeting with clients and working on solutions for them and planning for our businesses. If we want to do every task our businesses need done, we might be working hard, but we aren’t doing our clients or ourselves any favors. It took me 6 years to realize it, but you need help in order to be successful. The place to start is with a Virtual Assistant. I can’t speak highly enough of Jan and I’d urge you to reach out to her. Jan 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"
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
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
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
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. David provided ongoing service and interaction with Schwab with great attention to detail. We provided him with a firm email and access to our CRM (which he was also familiar with). 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"
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