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.
Virtual assistant services for financial advisors can greatly minimize your personal workload and free you up to concentrate on the crucial aspects of growing your business.
The outsourcing of a virtual assistant is less expensive than hiring a personal assistant in-house because virtual PAs are charged per hour or according to task delegate.
Here are the 6 most common chores that you must complete every day. Independent Financial Advisors can outsource to a virtual assistant
Your diary
The most popular tasks that are outsourced to virtual assistants is managing your diary. Virtual assistants can schedule appointment with your clients avoiding you from the time-consuming and tedious sending emails back and forth and can expertly organize your calendar to ensure you’re getting the most out of your time. Virtual assistants are able to colour label calendar events so that you are able to see the layout of your day. You can also schedule reminders to ensure you’re ready for meetings well in advance.
Your email
A professional is bombarded with 304 emails from business each week and is losing 10% of their IQ scores trying to handle the continuous stream of emails. It’s like missing all night’s sleeping. Transfer the control of your inbox to an assistant and instantly feel more relaxed. Your virtual assistant will expertly organize everything into folders and efficiently organize your mail to ensure that you don’t need to search for the information you require. Virtual assistants can prioritise messages to ensure that you’re conscious of messages that require urgent attention. You can also grant your virtual assistant the authority to contact prospective or current clients on behalf of you make appointments, schedule appointments and respond to basic inquiries.
Transcriptions
If you typically make notes on paper You can scan and email the pages to your assistant to type them up. They’ll format them and then file them in the relevant user’s directory within Google Drive or your preferred program.
Bookkeeping
Bookkeeping demands care and accuracy. Virtual assistants can assist you to maintain your finances in order. They’ll schedule reminders for when it’s time for you to pay your bills or make payments on behalf of you, invoice clients, sending invoices to chase and bank reconciliations, as well as processing costs, and even payroll. Your personal information is secure through LastPass that securely keeps your login information, banking details and passwords.
Social Media Marketing
Virtual assistants can assist manage social media sites 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 great method to connect with customers in a more intimate way and connect with new clients.
Travel arrangements
If you’re planning to travel overseas or attending hold a gathering in the city, it’s essential to plan your trip well to make sure you’re at the appropriate place at the appropriate moment. Your guide can help you evaluate the costs of flights and trains, locate hotels in the correct region, arrange transfers, car rentals as well as travel insurance and also apply for visas. They will also provide you with a guaranteed itinerary which takes into consideration those things that you do not think about, such as traffic jams closures due to an event or strikes on trains. Make sure to supply you with details about your membership for rewards as well as methods of increasing your points.