Membership Program: “Your Financial VA”

Learn how to develop and empower your Virtual Assistant

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.

Course Outline

Business Overview

  • Section 1: Overview of the Advisor’s Business

  • Section 2: Internal Processes

  • Section 3: Business Resources

  • Section 4: Company-Specific Information

Acquisition of Clients

  • Section 1: New Prospects

  • Section 2: Client Onboarding

  • Section 3: Time Management & Prioritization

Maintenance of Clients

  • Section 1: Client and Policy Maintenance

  • Section 2: Periodic Reporting

  • Section 3: Proactive “Get In Touch” Strategies

Ongoing Membership Benefits

  • “Ask Us Anything” Zoom calls

    Monthly calls with our team of experts to help troubleshoot any roadblocks.

  • Business Manual

    Use our proven template to ensure that your team and clients are following your business systems with detailed processes and procedures.

  • Email Templates

    Over 20 templates - including application process emails, FAQs, and much more

  • Document Templates

    Templates for your application questionnaires, forms, contracts, agreements, and other operational documents.

  • Videos Library

    Tap into our comprehensive video library for financial advisors and virtual assistants. We’ll also provide instructions for creating training videos for your business, with the help of your virtual assistant.

“Your Financial VA” is an investment in you and your business. It will ultimately save you time and money and help you grow.

Already been through the yearlong program? Need more ongoing support? Month-to-month options are available contact us for details!