Virtual Partners Group Brochure

[Panel 1]
Virtual Partners Group, Inc.
Your silent partner in back office operations
(logo)
You develop the big financial picture
We’ll take care of the day-to-day details
Virtual Partners Group, Inc.
www.virtualpartnersgroup.com

[Panel 2]
What Makes Us Unique?
Virtual Partners Group (VPG) only provides back office and operational support to the financial planning community.
While we offer administrative support and executive assistance, our main strength lies in our ability to take care of your day-to-day office operations, so you can focus on the bigger financial picture.
We custom tailor our services to your needs, including filling in for employees who are ill or on vacation, providing training to new and existing employees and communicating with your customers.
Think of us as your silent partner in back office operations.

[Panel 3]
Our Services
VPG offers an assortment of services for the financial planning community, including:
• Account application
• Executive assistance
• Account transfers
• Invoice generation
• Client communications
• Customer Relations Management
• Quarterly reporting
• Operating manual creation and updates
• Backup for employees who are on vacation or ill
• Onsite and telephone training
To better serve you we are trained on many of the mainstream database and customer relations management software used throughout the industry, including:
• Portfolio Center
• Advent
• Junxure-I
• Redtail
• Sales Force

[Panel 4]
Benefits of Working with VPG
VPG was founded on the premise that back office efficiency and staff retention were key issues at financial planning firms, which were not being addressed by other virtual assistant services. Through our desire to fill this gap, we provide services to a broad spectrum of financial planning providers.
We understand all the little intricacies of the business and how to work efficiently within this framework.
Unlike some services which may require a learning curve regarding how a financial planner works, what their employees need to know and how to impart that information, VPG does not. We have the industry experience. We understand what needs to be done. That means no wasted time. You call us. We immediately start working for you at maximum efficiency.
With VPG as your silent partner in back office operations, you can focus your efforts in the front office.

[Panel 5]
Why Outsource Your Back Office Operations?
To address employee attrition and absenteeism, many financial investment firms have chosen to outsource their back office and administrative operations. This guarantees that deadlines are met, company operations run smoothly, clients are happy and all regulatory policies are followed.
We will complete:
• Your paperwork and follow up
• Conduct your customer and employee communications
• Run your daily operations
• Cover for absent staff
• Create operations manuals and procedures
• Train new and existing staff about company operations
VPG offers this and more.
Here’s what some of our clients have said about us:
“Our firm has been working with Virtual Partners Group since 2006. It is our opinion that we couldn’t have reached the level we have reached without that assistance. We are excited to have the opportunity to be associated with Virtual Partners Group and anticipate a long and prosperous working relationship.”
—Michael Eisenberg, Principal of Eisenberg Financial Advisors
“Virtual Partners Group is a life-saver. They have saved us a ton of time, money, and frustration. If you are looking to simplify your practice or get some extra help, outsourcing is a wise decision. Virtual Partners Group has the expertise and experience that can be trusted and counted on. I highly recommend their services.”
—Orange County Financial Advisor

[Panel 6]
About Us
Virtual Partners Group was established in 2006 to provide back office and operational solutions to the financial planning community.
President and founder Melanie M. Jocson drew from her previous experience as a Director of Operations and a Director of Client Services at two financial planning institutions, to develop VPG’s unique service offerings.
Each client is provided with their own custom tailored program, whether it is straightforward back office support or managerial services.
Contact VPG today. Discover how we can help you focus on the big picture, just by taking care of a few details.
PH: 818-718-4667
FAX: 818-337-2208
E-mail: Melanie@virtualpartnersgroup.com