Bill is a fee-only financial planner and (along with his wife, Lupita) founded Virtual Help RIA. He operates a small financial planning firm (AIO Financial) and continuously works to make his process more efficient through technology and virtual staff. Incorporating virtual help in Bill's practice was relatively easy.
They use Teams and Zoom to meet as needed and have one scheduled meeting each Monday. The assistants know the financial planning software that Bill uses and are very careful to avoid mistakes. It was an easy decision to use virtual assistants because Bill could continue working at home, did not need to pay for full-time help, and he could stop using their service if it did not work out.
They use Teams and Zoom to meet as needed and have one scheduled meeting each Monday. The assistants know the financial planning software that Bill uses and are very careful to avoid mistakes. It was an easy decision to use virtual assistants because Bill could continue working at home, did not need to pay for full-time help, and he could stop using their service if it did not work out.
Services
As part of our agreement with clients, we sign stating that all of your information will remain 100% confidential. Virtual Help for RIAs, LLC is insured in Arizona - where we are registered and have our headquarters. We have three types of insurance - please contact us to discuss our coverage. Our risk assessment specialist will review your insurance, at no cost, to insure that your insurance and our insurance will adequately protect you.
I would not have considered using a virtual assistant 15 years ago but technology has made it so easy. It's better than having someone in my home office or requiring that I get an office. Virtual Help for RIAs does a wonderful job. They are a fantastic outsourced client service solution. Bill's team was able to jump right in with my Firm and make an immediate impact.
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