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Jun '24 •
Experience with VAs
I have an advisor who is looking at Total Office vs Nifty and one 1099 option. Thought I'd see if anyone can share their experiences with either firm.
0 likes • Jun '24
I have heard people having success with Hire My Mom VA. If they are with a broker dealer, they may offer a shared VA option/recommendation. The Virtual Savvy also educates VAs with a full training program and has thousands of members. They will let you post for free - [email protected]
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@angela-york-7261
As Co-Founder of Event Advisors along with Elyse Stoner, Angela brings decades of hands-on advisor marketing and event implementation experience.
Active 22h ago
Joined Apr 26, 2024
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