Financial Advisor Virtual Assistant Services

At New Heights, we leverage our knowledge of business analysis, technology, and financial planning to provide solutions that are best for your business and budget.

Financial Planner Support

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Filtering incoming emails from prospects or responding to general inquiries

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Scheduling appointments

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Transpose recorded meetings into written notes/action items

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New Client Onboarding

  • Facilitate signing of Financial Planning documents
  • Assist clients with data collection in eMoney
  • Data entry/clean-up of facts in eMoney and/or CRM
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Facilitate opening or closing of accounts (i.e. TD Ameritrade)

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Follow up on NIGO alerts

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Follow up with prospects

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Billing clients

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Sending client communications

  • Newsletters
  • Quarterly Reports
  • Annual Review reminders
  • Birthday and Anniversary messages
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Track or research CE opportunities

General Office Assistance

         

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Event Planning Support

Booking travel or rooms for seminars

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Webinar Setup and Moderation

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Recruiting Assistance

  • Posting jobs
  • Sourcing and reviewing résumés
  • Scheduling interviews
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Clean-up document management

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Basic Bookkeeping (Quickbooks Online or Xero)

Practice Efficiency

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Documenting operating procedures

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Suggesting improvements to business processes

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Creating workflows within CRM

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Technology consulting

Social Media & Blog Management

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Scheduling social media posts for Facebook, Twitter, LinkedIn, etc.

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Create graphics for social media posts

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Proofreading blog posts

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Posting on WordPress

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Podcast Publishing

  • Publishing podcast episodes
  • Prepare podcast guests for interviews
  • Write and post show notes

Monthly Pricing Plans

Our monthly retainer packages make it easy for you to budget for the help that you need. You’ll know exactly how much money you’re allocating for VA services, and we don’t go over the package hours unless you want or need us to.

Packages & Rates:

  • Starter Package: 10 Hours

Starting: $400/month

  • Basic Package: 20 Hours

Starting: $750/month

  • Plus Package: 40 Hours

Starting: $1,470/month

  • Pro Package: 60 Hours

Starting: $1,980/month

*3 Month Minimum Commitment, No Hours Carry-Over.

Retainer packages are best for clients who have a regular need for a virtual assistant, want more consistency with their budget, and don’t want the expense of hiring a full-time employee.

A Monthly Retainer Package guarantees we set aside time dedicated exclusively to your firm. Because of that, hours do not carry over from month to month.

The more hours you book with us, the lower your hourly rate is!

Additional Pricing:

10-Hour Trial Package ($400)

We understand bringing on a new team member can be overwhelming, and you might not be sure where to start.  In order to help, we offer a 10-hour “Introduction Package” for $400.  This time allows us to get comfortable working together before a long-term commitment.  These hours can be used for:

  • 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)

For clients who are not ready to commit to a monthly block of hours, we can handle projects as-needed with our straight hourly rate.

Outsourced Financial Planning ($55/Hour)

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 at a flat, hourly rate.

One-Time 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)

When starting a new RIA, documenting your business processes is probably not your first order of business. However, having well-written procedures for each process in your business is key to maximizing your efficiency.

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 ($350 - $500)

Making sure your technology is being used to its maximum potential can help make sure you’re getting the most bang for your buck. We can help review and suggest improvements to your current software systems (or lack thereof!).

Implementation of any of our suggestions would be a separate project.

CRM Clean Up ($350 - $750)

Do your client and household names all follow the same naming convention? Are your client files nicely organized and easy to find?

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

Have another project you want help with? We help clients improve their client’s experience, implement new software systems, integrate their existing systems (where possible), and more. Schedule a consultation to chat more.

Ready to free up more time to focus on growing your business? Let's Meet.

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Free Client Onboarding Toolkit for Financial Advisors

 

Interested in improving your client onboarding process?  We put together a collection of resources to help financial planners streamline their onboarding workflows.

In this toolkit, you'll receive the following:

        - "Client Onboarding Made Easy" Guide

        - Process Flowchart

        - Step-by-Step Onboarding Procedure Template

        - Client Data Gathering Checklist

Enter your name and the email address where we should send your toolkit!

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