What Can a Virtual Assistant Actually Do for a Financial Advisor?
If you’ve ever thought, “I know I need help, but I don’t need a full-time employee,” this conversation is for you.
I invited Kyle from BELAY and Caroline, an actual Client Services Assistant who works virtually with financial advisors, to join us for a behind-the-scenes conversation about what working with a fractional virtual assistant actually looks like.
We get into the practical stuff: How do you onboard and train someone virtually? What should you delegate first? How do you communicate and keep track of tasks? How long does it take to build trust? And how much can a virtual assistant really take off your plate?
Caroline shares what this looks like from the VA’s side, including how she helps advisors with client follow-up, scheduling, CRM management, reporting, paperwork, email management and even client-facing communication. We also talk about how to build a real relationship with a virtual team member and what those first 30, 60 and 90 days can look like.
If you’ve been curious about fractional support but aren’t quite sure how it would actually work inside your advisory practice, this will give you a much better picture of what’s possible.
Learn more about BELAY and their virtual support specifically for financial advisors here:
https://belaysolutions.com/industries...
In this conversation, we cover:
What to delegate to a VA first
How to onboard and train someone virtually
Building trust before handing over bigger responsibilities
Email and inbox management
Client follow-up and scheduling
CRM management and recurring reporting
Using Slack vs. your CRM to communicate
How a VA can become a client-facing part of your team
What fractional support can look like at 10–20ish hours per week
How to think about the ROI of delegation
The goal isn’t just to get tasks off your plate. It’s to create more capacity for the work that actually requires YOU.