I get asked this question a lot!  FINRA states that there is no limit on how many NRFs (Non-Registered Fingerprint Associate) a person (us) can have.  Therefore we can be dually registered. Because we are not your employee, we are set up just like any other services firm such as your accountant or attorney who service multiple clients/companies in the same industry.

We are happy to provide public testimonials and public references. They can be found throughout our website, on our Client Praise page and on our LinkedIn profile.

Please note: Because of standard industry privacy practices and NDAs we have with our clients, we will not disclose client information or our client list for any reason.

Please check with us first. Broker dealers prefer any assistant's to be affiliated with one broker dealer. If we have a team member available to assist, we can let you know.

Just like any other service that works in the financial services industry where privacy is paramount, we do not engage in the unlawful use of your information, your client’s information, or share any processes and procedures with anyone else.

VBP will access your company data upon approval from the client and/or its compliance department.

VBP standards are published and available on our website, Virtual Business Partners, at bottom of our home page under privacy.

VBP maintains an information security program through Dropbox and clients specified file storage.

VBP provides technical, physical, and administrative safeguards designed to protect valuable information through paid malware protection, DriveStrike, and our assistants work from their home offices on secure wifi and not in a public spaces with open wifi.

VBP has insurance coverage for information security incidents through our General Liability, CyberSecurity, and Professional Liability through Hiscox Insurance.

VBP has not experienced any information security breaches since its inception on May 2006.

VBP has policies in place to (1) limit remote access to its systems that contain data, (2) secure our wireless networks, and (3) maintain network activity logs to monitor the network for unauthorized access to data through using our home offices, not using open wifi, and DriveStrike.

VBP has not been subjected to any enforcement actions, investigations, or litigation related to privacy or information security.

VBP has a policy in place regarding the acceptable use of computer systems by having each employee sign a computer use agreement that has the following included in the agreement:

The equipment is to be used for company purposes only;

I agree that I am responsible for maintaining and executing all equipment updates for Google, Windows, and all applications and software;

I agree that this device can only be used on a secure network. This means no open public spaces where confidential information can be seen. Use of this laptop outside of your home office is prohibited without prior approval.

VBP requires employees to sign a confidentiality and data security agreement as part of the hiring process.

VBP will discipline employees for violations of the third-party privacy and data security policies and procedures.

VBP provides appropriate training regarding the privacy and security policies applicable to third-party data through yearly Cyber Security Training.

VBP instructs employees to limit the storage of data on mobile storage devices to the minimum required for business purposes and we use client storage systems such as Dropbox.

VBP has a policy to limit access to data to need-to-know employees by assigning 1 - 2 employees to each client.

VBP conducts background screenings on our employees who have access to non-public information.

VBP uses Lastpass as a way to share passwords securely.

VBP utilizes paid subscriptions of BitDefender on all employee laptops to ensure protection against viruses, malware etc.

Yes, we have been working in this industry long before virtual assisting became mainstream. In fact, Doreen Patrick (owner and founder) spearheaded this idea while working at a corporate headquarters supporting C-level executives. She left that company to pursue her dream of starting her practice over 17 years ago with her former employer becoming a client!

All Virtual Business Partners Team Members are required to take basic industry knowledge courses from MorningStar classroom. In addition, all team members commit to monthly professional development to include additional industry training, webinars and courses.

Industry related software and programs we are proficient in include:

SalesForce, Snappy Kraken, eWealth Manager, Carbonite, Advyzon, Horsemouth, Broadridge, Riskalyze, e-Money Campaigns, WorldDox, NetX360, RedTail, RegEd, Grendel, Pareto, AdvisorsAssistant, TD Ameritrade, Fidelity, Charles Schwab, Raymond James, Assetmark, Pulse 360, FPAlpha, FMG Suite, Illuminated Advisor, Signal Advisors platform, AssetMark, WealthBox, LeadJig

Other software and programs we are proficient in include:

AccessAlly, ActiveCampaign, Adobe, Airtable, Asana, Astra, Audacity, Auphonic, Avada, Aweber, Beaver Builder, Blackbaud, Box.com, Buffer, Buildium, Calendly, Canva, Click Up, Clickfunnels, Coaches Console, Constant Contact, ConverKit, CourseCreator 360, Daylite (calendar for Mac), DirectPay, Divi, Docusign, Doodle, Drip, Dropbox, Dubsado, Elementor, eSpeakers, Eventbrite, Everwebinar, Filmora, Freshbooks, GeneratePress, Genesis, GoHighLevel, Google Workspace, GSuite (Docs, Sheets, Slides, GDrive), Headliner, Hootsuite, Hubspot, Illustrator, InDesign, Infusionsoft, Jotform, Kajabi, Leadpages, LearnDash, LifterLMS, LinkedIn Sales Navigator, Lisbyn, MailChimp, Market Samurai, MemberMouse, MemberPress, MindMeister, Meistertask, MS Office Suite (Word, Excel, PowerPoint, Outlook, OneDrive), Office 365, OptimizePress, Paid Memberships Pro, Paypal, Photoshop, Quickbooks, Redtail, Restrict Content Pro, Salesforce, SamCart, Simplero, Skype, Slack, Sprout Social, SquareSpace, Stripe, Survey Monkey, TaxSlayerPro, Teachable, Teamwork, Thinkific, Thrive, Toogl, Trello, Ulinic, Veem, Visio, Waave, WebinarJam, Wishlist, WooCommerce, WordPress, WordPress (Blog), WP Courseware, WP EasyCart, WP eMember, WP eStore, Yoast SEO, YouTube, Zippy Courses, Zoho, Zoom

Our services start at a minimum of 10 hours per month. We require a credit card on file or payment via retainer at the start of the month before services can begin. We do not accept check or cash under any circumstances.