Hire Virtual Assistants for Financial Advisors
How we boost productivity for Financial Advisors
Your Problem:
“There are not enough people coming into this industry, and this is not a geographic problem—it is industrywide,” FA Magazine reported last year. A way firms are responding is by using virtual assistants to give existing advisors more time to focus on new and existing clients.
Our Solution:
Managers and advisors spend 16 hours a week on administrative tasks. Meanwhile, the ranks of executive admins have shrunk by 40 percent. Firms that lack the time, expertise, and resources needed to build an administrative layer leverage our managed virtual assistant service.
Where does 16 hours per week go? Scheduling meetings, document prep, email triage, travel and expense management, CRM data management, and more
Dedicated virtual assistants support your internal administrative assistants that are overwhelmed with growing workloads and finite resources
Your professional Prialto virtual assistants are supported by a team of managers and trained backup assistants that document your processes for growth and continuity
A Few of the Tools We Use
We will help you leverage your tech stack. We train assistants in your productivity technology including calendar and email management, CRM management, rebalancing and cash flow analysis, and comparison tools. If we do not know something, we will learn it. Our promise is that you do not have to change how you work.
Our Best Practices
Here at Prialto we’ve used our decades of collective business experience to develop a collection of best practices that drive all of our interactions. Here are just a few of the ways we’ll ensure you get exceptional service.
Keep Contacts Organized and Up to Date
Advisors have contacts stored in a variety of places, including inboxes, calendars, CRMs, spreadsheets, etc. This makes it difficult to accurately keep track of people, network, send emails, and engage other outreach activities.
When you start working with Prialto, virtual assistants consolidate all contacts as you see fit. After that, they will ensure all your contact management systems are consistent and up to date.
Adopt Your Communication Preferences
When advisors are networking, meeting clients, and carrying out other responsibilities, they just reach out to virtual assistants using the communication channels they prefer—email, text, telephone, or chat.
Our assistants will use your messaging tools and respond to all requests within the hour, so your executives have easy access to support while they are on the go. Whenever they are not immediately available, your backup assistant will respond and ensure you get the support you need.
Research
Whether prospecting for sales, preparing reports, or generating planning documents and forecasts, our virtual assistants are experts at collecting research data based on your requirements and criteria. Your virtual assistant will carefully curate the information advisors need to stay well-informed and support business initiatives. Information we gather for our current clients includes:
- Competitor and partner research
- Market research and performance
- Portfolio performance
- Client activities
Security and Compliance
Prialto virtual assistants are employees of Prialto. They undergo thorough background checks, sign confidentiality and non-disclosure agreements, and work in our secured offices with enterprise-grade network security and access control. We work with all our financial advisor clients to ensure we meet all compliance and governance requirements.