Prior to Hire

Start here if you’ve never hired dependable virtual help.

Congratulations on the success of your practice! Now that you’ve been around for several years and have developed a solid client base, it’s time to grow your team with virtual assistance.

Why Virtual Assistance?

You may not have enough work to justify filling 20-40 hours every week, and most employees want the stability of set hours. Virtual assistants have more than one client, so they aren’t dependent on you to fill every hour. They are trained to be highly efficient and detail-oriented.

The best part? You can hire a Virtual Assistant who specializes in serving Financial Advisors.

In just two weeks, we’ll help you streamline your processes so that you and your new Virtual Assistant are 100% set-up for success. You’ll learn tried-and-true the blueprint for a successful Financial VA relationship.

What You’ll Get

  • A comprehensive, easy-to-implement onboarding plan for your VA so they can hit the ground running.

  • Assistance in shaping your expectations and perceptions of what a Financial VA can do for you and your practice.

  • Solutions to common problems when developing your ideal VA.

  • Instructions to confidently oversee your assistant’s work so they are doing your tasks precisely the way you want them completed.

  • A consistent application process that takes your client from start to finish so you can easily delegate the paperwork to your assistant.

  • An online business manual that documents your procedures and systems. Your VA maintains this manual, which keeps the most important information about your business in one central place, ready for more team members as you grow.

Added Bonuses

  • A list of the top 10 tasks that Financial Advisors delegate to their Virtual Assistants.

  • A checklist of tips and strategies for building a successful long-term relationship with your assistant.

  • Guidelines for how to be an effective leader that will help you set the tone for how you want to structure your work with your VA.

Prior to Hire is an investment in you and your business. It will ultimately save you time and money and help you grow.

Get Started Now

Are you ready to increase your revenue, scale your business, and implement proven processes?


Schedule a free consultation call
with Mimi Klosterman to determine where you’re at and what help you need.