Virtual Assistance
Flexible part-time support without the fuss
Retainer based, flexible hourly support to conquer your biggest back-office needs. Pull yourself away from tasks taking you away from the most important aspect of your business – your clients.
- Outsource your HR and talent management needs
- Dedicated virtual assistant based on experience and skill set
- Upgrade and downgrade as long as monthly minimum is met
- Easy subscription retainer billing on a month-to-month basis
- Multi-month commitments (3 and 6-months) includes CRM or CX monitoring
Our Virtual Assistant Programs
With flexible commitments, optimize the best of industry talent by choosing one, two, or three engagements and create an entire back-office team for each of your advisor and client needs. If you cannot meet the required hour minimum, we recommend our Help Desk option as an alternative solution.
Marketing
$1300 per month
Starts at 20 hours, ongoing 3 or 6-month commitments
- Includes, but is not limited to: Digital asset creation, website maintenance, podcast production, and social media management
- Adopt as needs change
- Compliance-friendly process for optimal efficiency
Client Servicing
$1125 per month
Starts at 15 hours, ongoing 1, 3, or 6-month commitments
- Includes, but is not limited to: custodian operations and paperwork, CRM and fintech management, and client communication
- Best for advisor businesses who engage in both investment management and financial planning
Paraplanning
$1125 per month
Starts at 15 hours, ongoing 1, 3, or 6-month commitments
- Work with a CFP® candidate or professional for either technical assistance, or plan scenario and recommendation creation
- Experienced with MoneyGuide, eMoney, RightCapital, AssetMap, Holistiplan, etc.