Our service includes a comprehensive Advisor support.
As a Virtual Personal Associate, our goal is to free up the Advisor’s day, enabling them to spend more meaningful time with clients and develop their practice. The key role of the VPA is to eliminate the daily administrative tasks that drain an advisor’s time. That’s how we ensure your success.
Our aim is to help facilitate business growth. Talk to us today about how we can support your growth, and put you on a solid track to success and profit.
Aldeen started her career in the Financial Industry over 20 years ago. Prior to forming APR Associate, she worked as an Advisory Associate at Triad Advisors. Aldeen is Series 7, 66, 63 registered and a Notary Public.