Financial Advisor VA Services
저자: Collette Schultz
1. Technology-related Services
2. Staffing
3. Marketing Strategy
4. Service Model
4.1. Client leads
4.2. Create Client Portfolios
5. Financial Workbook and Worksheets
6. Creating and maintainging lifeguides
7. Strategic Planning
8. Operations / Back Office
8.1. Newsletters
9. Goals and Succession Planning
10. Compliance Research
10.1. Tax
11. Create Presentations
