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Free up 40 hrs a week with a Financial Planning Virtual Assistant
Commonly Asked Questions
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
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
Let’s work together
