“We never had a break in service; their workflows stay in place and they can hand the baton off seamlessly.”

Ashley DeSteiger · Financial Advisor Success · Outsourcing And Managing Client Headcount To Stay Lean As A Two-Founder, $150M Firm with Ashlee deSteiger

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What was described

Chose a VA provider with robust internal workflows and staff redundancies to ensure seamless hand-off when turnover occurs

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