Marvin is a top-ranked, nationally recognized financial advisor with a focus on helping people invest & save more wisely for their golden years. As the founder of Compass Retirement Solutions, his team leverages MyOutDesk virtual assistants for both administrative & inside sales roles, and on average, they’re making him over a 20x ROI – and sometimes even more.
“My virtual assistant made me $43,000 in commissions less than half an hour ago, so if you’re still on the fence about hiring one, my advice is: just do it. The ROI on our virtual assistants is amazing – it’s definitely going to finish the year over 20x…”
Marvin isn’t just leveraging his ISAs for prospecting: he’s also using them to prequalify prospects, which saves his team of advisors countless hours – and lets them focus on advising only qualified prospects who are ready to take advantage of his expertise. This is only one of the many strategies Marvin has used to grow his business into the #3 financial advising firm in the United States. Take Marvin’s advice: just do it!
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.
“Once we get that lead, that’s where my MyOutDesk virtual assistants come in – they’re following up on those leads, getting them on our calendar and making our time more efficient. It saves us literally hundreds hours of time because we don’t have to skim through all of those individuals to find the most qualified people – and it’s changed our average case size from $325,000 to over $850,000!”
In 2016, he received the Salute to Business Excellence Award as voted by the St. Louis American Newspaper, and also that year, he was an honored recipient of the St. Louis County NAACP Distinguished Legacy Award.