Guido Aloisi - Virtual Assistant
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Guido Aloisi - Virtual Assistant

Missouri
in United States

Guido Aloisi

Member Since: February 2008

Short Description:

Do you ever wish you had the answers for your clients when it comes to financial products and services. Where do I put my money without stock market risk, do I need insurance, how do I make sure I don't run out of income. What mortgage is best.

Long Description:

If you answered yes about any of the above questions, I may be able to expand your business for you. I have over thirty years experience in the financial products area. I represented one of the top three financial organizations in the country for over 20 years. I founded "The Financial Solutions Group" in 2001. We do one-time projects, but prefer long term relationships. What we do for our clients is broaden their capabilities to provide financial solutions to their clients without needing to be proficient in the particular area or product the client needs, or asked about.
Example, you're in the accounting field, your client has money in CD's, he mentions the rate of return was very bad this year...you can as a service from your business, make available alternatives to him that make sense for his particular situation.
Example, your client mentions that he and his business partners, should be considering a buy and sell agreement for the business...you can as a service from your busines, make available the structured document and procedure needed to complete this task.
Example, your client doesen't know if he is over or under insured. Who do you trust to be honest about this type of thing. He does trust you, he's your client, but you really are not that well informed about these products and programs...you can as a service from your business, make available to him a complete, understandable solution solving program for him that will answer all his concerns.
The list of solutions for your business can go on and on. Let us, let you, offer financial solutions to your clients, in a proffesional manner, because they are your clients...
If you want results for your business, contact us.

Services and Skills offered by this Virtual Assistant

Specialist

• Real Estate
• Recruitment
• Training

Professional

• Financial Services
• Insurance
• Marketing

Contact Details

Name:
Guido Aloisi

Telephone:
Telephone: 636-477-1594
FAX: 636-477-1594