Home - Your Virtual Services

Trustworthy Virtual Assistance for Financial Advisors

Tailored solutions to help you save time and serve more clients

Our Services

Prior to Hire

Set up your practice so it’s ready for your first hire.

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Membership Program

12-months of training and support for you and your Virtual Assistant.

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Task Attack

We can support you with those pesky backend tasks.

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Most financial advisors hit a point in their business where they can no longer grow without administrative support. That’s why we’ve developed custom services so you can find, train, and empower a highly competent virtual assistant who will love your business as much as you do.

You’re struggling. You need help.

Are you bogged down by paperwork and other tasks that don’t make you money?
Does the backend grind of your business fill you with dread?
Have you considered hiring in-house or virtual help but can’t fill 20+ hours a week?
Did you already churn through an assistant (or two) who just wasn’t the right fit?
Has the quality of your services decreased because you are trying to do too much?

At Your Virtual Services, we want you to enjoy your work and continue to serve more clients! But finding, training, and developing a virtual assistant who fits seamlessly into your practice can be a daunting task. You need qualified, efficient support that always shines and never slacks. Act now and begin your path to greater peace of mind.

How to Get Started

Find your perfect service
Trust the processes we’ve developed with hundreds of clients
Work with greater freedom, knowing all administrative details are professionally handled

Stop Stressing, Start Growing

We know how much you care about your clients. But you’re leaving money on the table when you can’t perform adequate follow-ups or are buried in paperwork. Even worse, tasks are slipping through the cracks and you’re struggling to keep up with the work you have, let alone find time to grow your practice.

You need to spend the majority of your time adding value for your clients. And you need a backend team who can take care of the rest.

Your Virtual Services is your solution. We’ll put our 11+ years in online business management to work for you. We’ve documented business systems and streamlined processes for financial advisors. Will you be next?

What People Are Saying

Mimi is a friendly and very level-headed Assistant - she is extremely knowledgeable about what she does. You know when you work with her that she will do exactly what she says she will do and get the work done in an extremely efficient manner. Thanks Mimi for all your awesome work! You’re the best!

I have had the opportunity to work with Mimi in various business scenarios where she has demonstrated her expertise in handling the technical aspects of complex telesummits, provided expert consultation and support for video related projects, as well as WordPress assistance for websites.

Mimi is an exceptional management professional in every way, trusted and respected by clients and colleagues alike. I personally had great confidence in Mimi's skill and ability ... and was never disappointed. She is a reliable and dependable business partner in every way.

It was a real pleasure to have worked with Mimi!

Mimi is the best type of Project Manager! She is always on the ball when it comes to our various projects and is always looking at the big picture and what is next. To me that is what makes her such an effective person to help with multiple projects that have multiple arms to them. Her problem solving skills are unique and she always has a different view on things that I may not have thought about.

She is the epitome of a team player and a team leader and you always, always get top notch service from her - Above and Beyond.

If you want someone who is very organized, proactive, resourceful, conscientious, and very skilled at whatever she does... she is the person to be working with. Not to mention she is a genuinely nice person that you can't help but have a happier day when working with her.