fansleadsFinancial Advisor Virtual Assistant
Financial Advisor Virtual Assistant Services
Spend more time with clients and less on paperwork and prep.
The admin problem
Admin Keeps You Out of the Client Chair
Your best hours belong with clients, not paperwork. Most advisors struggle with:
- Meeting prep and follow up notes
- New client onboarding paperwork
- A CRM that is always out of date
- Scheduling and rescheduling meetings
- Client review reminders slipping
What we handle
Your practice, organized
Your VA handles the admin and prep so your time goes to clients and planning.
Appointment scheduling
Book client meetings and reviews and manage your calendar.
Meeting preparation
Prepare agendas, materials, and follow up notes for every meeting.
Client onboarding
Handle new client paperwork, forms, and account opening admin.
CRM management
Keep client records, notes, and tasks accurate and current.
Review reminders
Track and schedule annual reviews so no client is forgotten.
Client communication
Send updates, newsletters, and routine client emails.
The outcome
More time on relationships
- More time in front of clients
- Meetings prepped and followed up
- A clean, current CRM
- Reviews that always happen
Ready to get started?
Tell us about your practice and we will match you with a VA experienced in advisory support.