See below for examples of tasks we frequently conduct as virtual assistants:
Financial Planner Support
Filtering incoming emails from prospects or responding to general inquiries
Scheduling appointments
Transcribe recorded meetings into written notes/action items
New Client Onboarding
Facilitate opening or closing of accounts (i.e. TD Ameritrade)
Follow up on NIGO alerts
Follow up with prospects
Billing clients
Sending client communications
Track or research CE opportunities
General Office Assistance
Webinar Setup and Moderation
Recruiting Assistance
Clean-up document management
Basic Bookkeeping (Quickbooks Online or Xero)
Practice Efficiency
Documenting operating procedures
Suggesting improvements to business processes
Creating workflows within CRM
Technology consulting
Social Media & Blog Management
Scheduling social media posts for Facebook, Twitter, LinkedIn, etc.
Create graphics for social media posts
Proofreading blog posts
Posting on WordPress
Podcast Publishing
Pricing Plans
- Starter Package: 10 Hours
Starting: $400/month
- Basic Package: 20 Hours
- Plus Package: 40 Hours
- Pro Package: 80 Hours
The more hours you commit to, the lower your hourly rate is!
10-Hour Trial Package ($400)
- Initial Kick-Off Meetings
- Selecting the technology we will need to access (CRM, E-mail, etc.), and assistance with setup
- Review and modeling of key business processes (i.e., Client Onboarding, Opening Investment Accounts)
- Identify initial tasks to take off your plate
The 10 hours of pre-paid time expires after 90 days and are non-refundable.
Hourly Rate ($45/Hour)
paraplanning (outsourced financial planning)
For clients who want extra help entering client’s data into their Financial Planning Software, drafting plans, or even a little extra help on ad-hoc projects, we offer outsourced financial planning (aka Paraplanning) services available at packaged rates. We currently specialize in eMoney, MoneyGuidePro, and Right Capital.
paraplanning service ($500 per plan)
- Initial Data Entry into your financial planning software
- A written memo outlining the client’s profile based on data provided and any other missing information
- Review of client’s goals and expectations
- Initial draft of financial plan
- Meeting with advisor to discuss plan scenarios, observations, recommendations, etc.
- Any post-meeting updates needed to the plan over the next 30 days
ad-hoc financial planning projects ($65/hour)
business process and technology Consulting Projects
We have packaged together common projects that our clients ask us to work on. These projects are quoted as a flat fee and can vary based on complexity. If you have an idea for a project you’d like help with, we are happy to provide you with a custom quote.
Full Procedure Review & Documentation for RIAs ($1,500 - $3,500)
As part of this package, we work with you to understand your business processes and develop custom written Standard Operating Procedures (SOPs) for your practice. We can also provide helpful, unbiased feedback by experiencing your processes just as a client might.
Technology Optimization Review ($595 - $1000)
Implementation of any of our suggestions may be a separate project.
CRM Clean Up ($350 - $750)
We can help organize your CRM so that you are using consistent naming and categorization of your prospects, clients, and files. This package also comes with a written procedure document so you can follow these best practices going forward.
Custom Projects
A Game-Changer
Discovering Dan Kellermeyer was pretty much a game-changer for The Art of Finance. Dan and New Heights Solutions bring the financial savvy you’d expect from a CFP, but without the requirement of a full-time hire. They’ve always been extremely quick, thorough, and flexible. And knowing that they can customize their service to my firm’s approach, style, and language has been amazing. They’re a powerful hack for the small-but-growing RIA!
Back Office Support
I have outsourced my back office work to other firms, but decided to use NHS exclusively because of the great work they do. The team at NHS is top notch and I feel comfortable relying on them to support my firm and clients. I’ve had nothing but a positive experience with them and cannot recommend them highly enough.
Truly a Great Experience
I have been working with Dan & Tracy of New Heights Solutions LLC since September 2017 and it has truly been a great experience. Dan & Tracy were one of the first hires I made for my firm, and as many new firm owners know, making the right early hires to your firm is difficult, nerve wracking, but also very important. I was in desperate need of administrative help and was also looking to document and formalize my firm’s operations processes. Dan & Tracy have extensive knowledge of the financial planning industry and the common software / systems that planners use. Because of this, they were able to come in and help from Day 1, which of course was extremely valuable not having to train a new employee on all of the systems.
I strongly recommend Dan & Tracy to any financial planners looking for administrative and operational support!
Rather than dreading operational tasks, I now enjoy collaborating with Maria
High-Quality Admin and Operational Work
We love working with Tracy and Dan. They help us improve our processes. They do high-quality administrative and operational work. They interact with our clients around logistical issues professionally and personably. When we ask them to take on a workstream, we don’t have to think about it again since we know it’ll be done well.
Having such great support lets us focus on our clients, meeting their needs, and enriching their lives. It means we do more of the work we love and in turn, Tracy and Dan, help us build our firm. We think of them as members of our team and are always happy when we see their names in our inbox or on our caller ID.
Building Workflows
Dan has been incredibly helpful with systematizing my new client onboarding procedures. Between all of my software and transferring accounts, there seems like a million things that need to be done. Dan helped me build out workflows and sub-workflows in my CRM to ensure everything is completed in a consistent and timely manner. I feel so much relief in having everything in the CRM with different steps for Dan and me to complete instead of it all swirling around in my head.
Ready to free up more time to focus on growing your business? Let's Meet.
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