As an advisor and an entrepreneur, your time is best spent working with your clients and on your business. Processing paperwork, fixing NIGOs, and back-end data clean up are all distractions that take you away from what you do best. While a full or part time assistant may be the solution for some, many Financial Professionals feel like either they cannot afford them or they don’t have enough work for them to do. Other Financial Professionals have more work than just one assistant can do, but cannot justify a new hire. BV Virtual Solutions can fill in these gaps as needed.
Our highly efficient trained staff can work with you, as much as you need, to reduce your administrative workload, and allow you to dedicate more time to the things that you do best.
Contact 727-896-8166 to get started.
BV Virtual Solutions services:
- Paperwork Preparation & Processing
- Follow up and status notifications
- Preparing and Sending DocuSign Envelopes
- Advertising Submissions
- Data & Record Maintenance
- Special Projects
- Transition Assistance
- Technology Troubleshooting
- Report Generation
- Virtual Receptionist
- Forward your Phones
- Appointment Scheduling
- Marketing Assistance
- Event Invitations
- Track RSVPs
- Sending follow up materials
- Manage email blasts and/or weekly commentaries
Contact us today at 727-896-8166 to find out how we can make your life easier with a BV Virtual Solutions assistant.