A Virtual Assistant (VA) is a vendor who provides out sourced administrative services.
VA's can work anywhere and in any time zone, virtually.
The technology of wireless laptops, email, Internet, PDA's etc...
let us accomplish that.
VA's usually don't need a lot of training, since they have extensive experience in systems, software and applications.
Financial Advisors are realizing what a hot commodity Virtual Assistants can lend to their practices.
There are no full time employee commitments, and so Financial Advisors find a wealth in savings like no taxes, salary, benefits, general overhead cost's, the savings go on...
Financial Advisors tend to also work virtually, working from home and sometimes rent executive office suites for client meetings.
Most solo entrepreneurs out source services like Strategic Coaches, Consulting Firm's, Advertising Firm's, Public Relations Firm's, Web Developer's and IT Support to name a few.
Virtual Assistant's are joining that out sourced list in a big way.
The transition in partnering with a Virtual Assistant can be achieved seamlessly where the Financial Advisors clients are none the wiser of the "virtual" arrangement.
To the Financial Advisors clients it simply appears to look like they have an in house assistant.
Hence, the Financial Advisor suddenly has more clout, especially when he/she say's "I'll have my assistant contact you to set up a meeting".
Financial Advisors are taking advantage in partnering with a VA and know the value it adds to not only their practice but them personally.
It allows the Financial Advisor to free up their time to focus on their relationships with their client's and own personal life and goals.
Virtual Assistants are the wave of the future, work smarter not harder!