How a Personal Assistant Can Boost Your Business as a Financial Advisor

For first class professional & administrative support for your business.

As a financial advisor, you have a lot of responsibilities and tasks to handle every day.

You need to meet with clients, prepare financial plans, research investment opportunities, manage your portfolio, and stay updated on market trends and regulations.

But how much time do you actually spend on these core activities that generate value for your business and your clients? And how much time do you waste on administrative tasks that take away your focus and energy?

According to a survey by Intuit QuickBooks, UK small business owners spend an average of 15 hours per week on admin tasks such as bookkeeping, invoicing, payroll, tax compliance, and email management. That’s almost two full working days per week!

Imagine what you could achieve if you could delegate these tasks to someone else who can handle them efficiently and professionally. That’s where a personal assistant comes in.

A personal assistant is not just someone who answers your phone calls and schedules your appointments. A PA (personal assistant) is someone who can help you with a variety of tasks that support your business goals and personal needs.

Here are some of the benefits of employing a personal assistant as a financial advisor:

– You can save time and money by outsourcing tasks that are not part of your core competencies or that require specialized skills or tools.
– You can improve your productivity and performance by focusing on your strengths and priorities.
– You can enhance your customer service and satisfaction by providing faster and more accurate responses to client queries and requests.
– You can reduce stress and improve your work-life balance by having someone who can take care of your personal errands and obligations.

Let’s look at each benefit in more detail.

Save Time And Money

As a financial advisor, you know the value of time and money. You also know that spending too much time on non-value-added tasks can hurt your bottom line.

By employing a personal assistant, you can free up your time for more important activities such as meeting with clients, developing strategies, growing your network, learning new skills, or pursuing new opportunities.

You can also save money by avoiding employing full-time employees or expensive contractors for tasks that don’t require their expertise or availability. A personal assistant can work remotely or on-site depending on your needs and preferences. You only pay for the hours they work or the projects they complete.

Improve Productivity And Performance

As a financial advisor, you need to be at the top of your game at all times. You need to deliver high-quality work that meets or exceeds your clients’ expectations. You also need to keep up with the latest developments in your industry and maintain your professional credentials.

But how can you do all that if you are constantly distracted by mundane tasks that drain your energy? How can you stay focused if you have too many things on your plate?

By employing a personal assistant, you can delegate those tasks that don’t require your attention or expertise. You can let them handle things like:

– Managing your calendar
– Booking travel arrangements
– Preparing reports
– Organizing files
– Updating databases
– Sending invoices
– Processing payments
– Handling correspondence
– Researching information

This way, you can concentrate on what matters most: providing value to
your clients.

Enhance Customer Service And Satisfaction

As a financial advisor, you know how important it is to build trust and rapport with your clients. You also know how competitive the market is and how easy it is to lose clients if they are not happy with your service.

By employing a personal assistant, you can improve your customer service and satisfaction by providing faster and more accurate responses to client queries and requests.
You can also follow up with them regularly, send them newsletters, thank them for their referrals, or surprise them with gifts.

A personal assistant can help you with things like:

– Scheduling appointments
– Confirming meetings
– Sending reminders
– Answering questions
– Solving problems
– Collecting feedback

This way, you can show your clients that you care about them and their goals, and that you are always available and reliable.

Reduce Stress And Improve Work-Life Balance

As a financial advisor, you may have experienced stress at some point in your career.
You may have felt overwhelmed by deadlines, pressures, demands,or conflicts.
You may have sacrificed sleep, health, or family time for work.

But how sustainable is this lifestyle?
How long can you keep up with this pace without burning out or compromising your quality of work?

By employing a personal assistant, you can reduce stress and improve your work-life balance by having someone who can take care of your personal errands and obligations.

You can let them handle things like:

– Running errands
– Ordering supplies
– Booking services
– Planning events
– Making reservations
– Buying gifts

This way, you can have more time and energy for yourself and your loved ones. You can enjoy hobbies, exercise, relax, or travel. You can also have more flexibility and freedom to work when and where you want.

How To Find And Employ A Personal Assistant

Now that you know the benefits of employing a personal assistant as a financial advisor, you may be wondering how to find and employ one.

There are many options available in the market, from online platforms to agencies to referrals. But not all personal assistants are created equal. You need to find someone who has the right skills, experience, personality, and availability for your needs.

You also need to establish clear expectations, communication channels, feedback mechanisms, and confidentiality agreements.

If you are looking for a reliable, professional, and affordable personal assistant service in the UK, look no further than Virtual PA Services.
We have a team of qualified virtual assistants who can handle any task you throw at them.
Whether you need help with one-off projects or ongoing support, we have the perfect solution for you.

In conclusion…

Let us take care of the admin work so you can take care of your business.

Contact us today for a free consultation and quote.

Enquire today