Maximise your time!
Financial planners can have a huge impact on their clients’ lives and it is one of the fastest-growing markets in the world…and one of the most competitive. If you want to work with great clients you need to give them great service, which takes time, effort and dedication. It’s time to show your business the same love and attention you give to your clients, and freeing up valuable work hours by hiring a Virtual Assistant is a great place to start!
Your Personal Champion
When you hire a VA through Time2Outsource, you are gaining a staff-member dedicated to streamlining your business and freeing up time and resources to put towards your professional goals. Because our VA’s are trained professionals, there is no need to worry about the quality of their performance, which means you can put all your newly-won time and energy into wowing your clients and getting ahead.
HERE ARE A FEW THINGS THAT YOUR VIRTUAL ASSISTANT CAN TAKE CARE OF!
- Generate SOA and ROA
- Prepare modelling scenarios
- Prepare revenue reports
- Use software like Xplan, Commpay and/or Paylogic
- Conduct paraplanning or prepare paraplanning request forms
- Manage client schedules and other appointments
- Manage emails (responding and receiving)
- Schedule flights and accommodation (even for your holidays!)
- Transcribe recorded file notes
- Enter Fact Find information and general data entry
- Generate reports for Client Reviews (FDS, quarterly reports, annual reports, opt in, etc.)
- Enquire about client policies on your behalf
- Develop presentations
- Datafeed mapping
- Prepare comparison table and pre-assessment summary
- Pre-complete applications
- Track down insurance quotes and conduct pension/super research
- Follow-up with clients and other parties
- Conduct administration tasks specific to your business
It’s time to work smarter, not harder. With a Virtual Assistant you can take your financial planning business to the next level without breaking a sweat…or the bank. Contact us today to start your journey into a brighter future.
Get a quote
Fill in the form below to get a quote for your own personal Virtual Assistant!