Divorce & Finance Professionals
Between September 2018 and February 2021 I had the great fortune to work with Nancy Hetrick, the founder of Smarter Divorce Solutions, Smarter Financial Solutions, and the Divorce Financial Planner Training Center. Through working with Nancy and the many CDFA®’s she’s coached through her Business Blastoff and Velocity programs I have become an expert-level Executive Assistant for those in the Divorce and Financial industries.
I’ve found that many Divorce Financial Analysts, Wealth Managers, and Mediators are unsure of what a Virtual Assistant can do for them. For the first time, I’ve compiled a list of tasks specially designed with the above professionals in mind. Don’t hold yourself back from growing your business. Work with me for the support a business owner needs to continue to grow and work in their zone of genius.
What can a virtual assistant do for you?
Processes & Procedures
Create & Implement Prospect Workflows
Implement New Technologies
Create In-House Training Resources
Social Media Content
Flyers and Handouts
Slide Deck Presentations
Odds & Ends
Social Media Management
Professional & Client Newsletter
Live Webinar Support
Website Updates & Blog Posting
Software & Technology Troubleshooting
CRM Management & Set-up
Create Filters To Organize Inboxes
Create & Update Email Automations
Research & Gather Contact Information
Short & Long Term Office Solutions
Solicit Testimonials From Referral Sources
Client, Personal, & Professional Gifts
Anything You’d Google – Delegate It
Manage Expense Reports
Create & Send Invoices
Collect & Organize Receipts
Pay Bills & Keep Accounts Up To Date
Scheduling & Calendar
Automatic Scheduling Software Creation
Scheduling Personal Appointments
Managing Multiple Calendars
Calendar Integration Troubleshooting
Research & Book Travel
Research & Book Accommodation
Book Personal & Professional Restaurant Reservations
House & Pet Sitting Booking
Is there something you need help with that you don’t see here?
Use the form below to reach out. There’s a good chance I can help!
Does social media stress you out?
Let’s talk about how I can help!
Are you looking for the perfect assistant for you?
Let’s find that person together!