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

Delegation Coaching

Graphic Design

Social Media Content

Flyers and Handouts

Slide Deck Presentations

Odds & Ends

Social Media Management

Professional & Client Newsletter

Event Planning

Live Webinar Support

Website Updates & Blog Posting

Software & Technology Troubleshooting

CE Reporting

Email

CRM Management & Set-up

Create Filters To Organize Inboxes

Create & Update Email Automations

Research

Research & Gather Contact Information

Short & Long Term Office Solutions

Solicit Testimonials From Referral Sources

Client, Personal, & Professional Gifts

Anything You’d Google – Delegate It

Expenses

Make Purchases

Manage Expense Reports

Create & Send Invoices

Collect & Organize Receipts

Pay Bills & Keep Accounts Up To Date

Scheduling & Calendar

Automatic Scheduling Software Creation

Scheduling Meetings

Confirming Meetings

Scheduling Personal Appointments

Managing Multiple Calendars

Calendar Integration Troubleshooting

Travel

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!

Learn more about how LovecraftVA can help you.

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