Marvin Mitchell: How Financial Advisors Scale With Virtual Assistants

By: Tim | Updated: February 26, 2020

Marvin Mitchell is the founder of Compass Retirement Solutions, a top-ranked, nationally recognized financial advisor on a mission: to help people invest & save more wisely to have the financial security they need in their golden years. In this exclusive interview, you’ll learn Marvin’s strategies for business growth & savings, along with the strategies he’s used to growing his business into the #3 financial advising firm in the United States.

For Marvin, achieving success hasn’t been easy: he overcome a difficult childhood & numerous family responsibilities with optimism, hope, and hard work – and he learned along the way that building systems is the key to success. In this interview, you’ll learn how he went from working in the business to working on it, and how virtual assistants helped him get there.

Marvin grew up in a working-class family in St. Louis, with little money. The first in his family to earn a college degree, Marvin put his law school education on hold to help care for his grandmother after she was diagnosed with Stage IV cancer. Marvin soon discovered that, although his grandmother had worked her whole life, she was still susceptible to financial turmoil as a result of poor financial advice and a stock market crash. Inspired to help other, hardworking retirees, Marvin became a broker for a large financial institution in 2005 before founding Compass Retirement Solutions.

Marvin has dedicated his career to helping those in or near retirement protect their retirement portfolio. He believes in safety first, keeping it simple while earning a reasonable rate of return.

A St. Louis native, Mitchell is passionate about giving back to his local community. He and his team at Compass Retirement Solutions spend extra hours volunteering, donating college scholarship money for lower-income students, and contributing to breast cancer awareness and education. Mitchell served as vice president of leadership development for Urban League Young Professionals of St. Louis and is a former board member of United4Children.

In 2016, he received the Salute to Business Excellence Award as voted by the St. Louis American Newspaper. Also in 2016, Marvin was an honored recipient of the St. Louis County NAACP Distinguished Legacy Award.

Marvin can be heard weekly hosting his financial and economic radio talk show, “Re-thinking Retirement” on NewsTalk 97.1 FM, and seen hosting Four on 4 – Your Retirement on News Channel 4.