I have been working virtually since 2011, VA at Large came to fruition when my husband and I began to travel a bit for his business, so I took my work on the road. I have recently added 2 additional team members due to increased demand for this kind of service.
My onboarding process is pretty simple; We have several discussions about your needs, determine the monthly hours you would need to accomplish your assigned tasks. I assign/introduce you to your assistant. I serve along side your assistant for 1-3 months to be sure everything is running smoothly. Then I am available as needed to the advisor while I continue to supervise your assistant. We work as a team, so even though you have a primary assistant you also have our team as well. If you are an advisor working with DWA it is easy because once permissions are in place I have supervisory access to be sure you are getting the best possible service. If you are independent of DWA then we set up those checks and balances internally. Small businesses have different needs so that is a case by case evaluation.
Our team looks forward to being an important part of your success!
Assisting Financial Advisors and small businesses in your growth and success