Virtual Assisting
Not quite ready for a full-time assistant but are at capacity with trying to do everything yourself? Increase your productivity by delegating non-revenue-producing activities to a virtual assistant.
FREE UP VALUABLE TIME
Why work with us?
It can take time before an advisor is ready to hire a full-time assistant. Many attempt to do everything themselves, which can limit their growth. We’ve found that incorporating a Virtual Assistant at an hourly rate and gradually delegating non-revenue producing tasks helps advisors realize that the “cost” of an assistant is a scarcity mindset. The time freed up for them to focus on their strengths is far more valuable. This investment in their practice typically yields a great return!
Learn more about our strategic partner, The Admin Effect, who specializes in only assisting financial advisors nationwide with marketing and client service-related tasks, administrative duties, CRM activities and investment and insurance paperwork.
Free Virtual Assistant Delegation Checklist
Fill in your details to download the resource.
What to expect?
Engaging with The Admin Effect means getting assistance with the following marketing and client service-related tasks. Weylman Center members receive discounted pricing!
Power Point Presentations
Canva Flyers & Brochures
Design team flyers, brochures, bio pages, and more based on the information you provide. Submissions will adhere to compliance requirements.
Invites
Create invitations for client events, seminars, and webinars, including RSVP links and attendance tracking for compliance.
Email Campaigns
Assist with email blasts, event-based campaigns, and targeted marketing campaigns using your CRM and company-approved methods.
Event Help
Assist with planning and execution for trade shows and client events, from sending invites to post-event surveys and appointment scheduling.
Ordering Swag
Brainstorm unique event takeaways, research cost-effective options, and place orders based on your preferences.
LinkedIn Social Media Assitance
Assist with targeted social media campaigns, including posts, connections, and InMail outreach, as per your request.
Investment Paperwork
Help with application and administrative paperwork related to investments at your broker-dealer while following compliance protocols.
Insurance Paperwork
Assist with the application and underwriting process for life and disability insurance, ensuring adherence to compliance protocols.
Before deciding on an assistant check out this video!
Discover how the right support can transform your productivity and free up your time!