You completed your studies to become an Independent Financial Advisor so you could give financial advice from a professional and not sit at your desk and do administrative work.
A virtual assistant can greatly minimize your personal workload and free you up to concentrate on the crucial aspects of expanding your business.
The outsourcing of a virtual assistant is less expensive than hiring an internal personal assistant as virtual PA’s are charged per hour or based on the task assignment.
Here are the 6 most common virtual assistant services for financial advisors that you must complete every day. Independent Financial Advisors can outsource to a virtual assistant
Your diary
The most frequently tasks that is outsourced to virtual PAs is managing your diary. The virtual assistant will set meetings with customers, avoiding you from the time-consuming and tedious sending emails back and forth and efficiently organize your calendar to ensure you’re taking advantage of your working days. Virtual assistants can color mark calendar events, to allow you to easily see the layout of your day. They can also create reminders so that you’re organized for your meetings ahead of time.
Your email
A professional is bombarded with 304 emails from business each week and is losing the equivalent of 10 IQ points when trying to cope with the constantly changing stream of emails. This amounts to losing the entire night of sleeping. Give the responsibility of managing your inbox to a virtual assistant and you’ll be instantly less stressed. Your virtual assistant can efficiently arrange everything into folders and efficiently sortincoming messages to ensure that you don’t need to search for the items you require. Virtual assistants can prioritise messages to ensure that you’re conscious of messages that require urgent attention. You may also choose to allow your virtual assistant to contact prospective or current clients on behalf of you schedule appointments, and address basic questions.
Transcriptions
If you normally note notes using a pen then you could scan and then send the pages to your assistant to type them up. They’ll format and save them into the appropriate user’s directory within Google Drive or your preferred program.
Bookkeeping
Bookkeeping demands care and accuracy. Virtual assistants can help organize your finances. They’ll schedule reminders for when it’s time to pay your bills or pay them on behalf of you, invoice clients, sending invoices to chase banks, reconciling bank accounts, processing costs, and even payroll. Your information is secured through LastPass that securely saves login information, bank information, and passwords.
Social Media Marketing
Virtual assistants can assist you manage social media platforms like Twitter, Facebook, and LinkedIn. They can set up or manage blogs, and assist create an e-mail list to promote your business. It’s a fantastic method to connect with customers in a more intimate way and connect with new clients.
Travel arrangements
If you’re planning to travel across the world or just to meet in town, it’s essential to plan your trip well to ensure that you’re in the appropriate place at the appropriate moment. Your travel agent can quickly find the best prices for flights and trains, help you find hotels in the correct location, make reservations for transfer services, car rental as well as travel insurance and even apply for visas. Additionally, they can provide an itinerary that is foolproof that will take into account those things that you do not think about, such as traffic jams or roads that are closed due to the festival, or strikes at trains. Make sure to supply you with details about your membership for rewards as well as ways to increase your points.