Free up 40 hrs a week with a Financial Planning Virtual Assistant
Commonly Asked Questions
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Types of tasks a Virtual Assistant can support you with:
Anything administrative that has any level of frequency including but not limited to:
- Data Entry
- Statement of Advice Preparation
- Reporting
- CRM Management
- Client Follow-Up Emails
- Social Media Management
- Inbox and Calendar Management
- Research
- General Admin
300%
Increase in productivity
5,000 hours
in breathing space saved this year
Client Testimonials
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We asked our clients what life was like before and after having a Virtual Assistant and this is what they told us:
“Before I had a Virtual Assistant…
- "I was working 80 hours a week, it wasn't fun”
- "I couldn't grow, I was spending all my time in the business and no time on the business”
- "My whole team was overwhelmed and anxious”
- "We were bogged down with repetitive, mundane, administrative tasks”
- “We couldn’t keep up with customer expectations”
- “We were drowning in administration”
“Since engaging with my Virtual Assistant…
- “I feel like I have my life back”
- “My revenue has doubled”
- “I finally have some breathing space”
- “I’m enjoying my business again”
- “I can finally exhale”
- “I am able to focus on the parts of the business I enjoy”
“Before I had a virtual Assistant….
- ...I was working 80 hour a week, it wasn't fun”
- ...I couldn't grow, I’m was spending all my time in the business and no time on the business”
- ...My whole team was overwhelmed and anxious”
- ...We were bogged down with repetitive mundane administrative tasks”
- “We couldn’t keep up with customer expectations”
- “We were drowning in administration”
“Since engaging with my Virtual Assistant…..
- “I feel like I have my life back”
- “My revenue has doubled”
- “I Finally have some breathing space”
- “I’m enjoying my business again”
- “I can finally exhale”
- “I am able to focus on the parts of the business I enjoy”
More Client Testimonials
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