Membership Program: “Your Financial VA”
Congratulations on finding your virtual assistant! Now it’s time for the two of you to sync up on expectations, processes, and systems for long-term success.
Why Our Program?
We’ve worked in the personal finance industry, both as assistants and as advisors, for many years. We’ve seen the good, the bad, and the ugly when it comes to advisor/VA relationships!
That’s why we’ve created this easy-to-follow program for Financial Advisors and Financial Virtual Assistants so your ongoing working relationship is set-up for success.
Over the course of 12 months, you and your VA will complete training modules and participate in optional monthly bonuses. You’ll both learn tried-and-true the blueprint for a successful Financial VA relationship.