Looking to build a flexible career from home?
Become a Virtual Assistant working for Financial Planners.
We have all the tools you need to learn how!
Our signature program, The RIA VA Baseline Course, will teach you everything you need to know to become a Virtual Assistant for Financial Planners.
Learn how to build your own business, market yourself to your ideal client, and dive into the knowledge and skills you need to thrive working in the financial planning industry.
ENROLL NOW
CREATED BY AN EXPERIENCED RIA VIRTUAL ASSISTANT AND OWNER OF THE VIRTUAL BACK OFFICE PARTNER FOR FINANCIAL PLANNERS, NEW HEIGHTS SOLUTIONS.
INTRODUCING
The RIA VA Baseline Course
Take a peek inside:
- MODULE 1 Welcome & Overview:
Overview of the Course, Details about The RIA VA Membership + Job Board, Housekeeping Items
- MODULE 2 Creating the Vision for Your Business:
Start Dreaming, Your Ideal Hours + Building Your Schedule, Pricing Models + Determining Your Prices, Your Ideal Client + Where to Find Them
- MODULE 3 RIA Virtual Assistant Services:
Client Communication, Paperwork + Processing Follow Through, Organization Projects, Process Creation + Improvement, Miscellaneous Services
- MODULE 4 All About CRM's:
CRM Overview, Deep Dive into WealthBox, Deep Dive into RedTail, Best Practices for using CRMs, Creating + Using Workflows
- MODULE 5 All About Custodians:
Custodians Overview, Deep Dive into Schwab Advisor Center, Client Paperwork, Custodians - Things to be Mindful Of
- MODULE 6 All About Sending Paperwork:
Different Ways To Send, Schwab Digital Onboarding + Workflows, DocuSign Console, Schwab PDF Forms + Dealing with Physical Signatures
- MODULE 7 All About Document Management:
File Structure + Naming Conventions, Saving Everything, Keeping Things Tidy
- MODULE 8 Marketing Yourself + Growing Your Business:
Your Professional Presence, Simple LinkedIn Strategy, Creating a Strong Referral Network Through Relationships, How to Use The RIA VA Job Board
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MODULE 9 Onboarding New Advisors:Your Tech Stack, Contracts + Policies, The Advisor Onboarding Process, Getting Started with a New Advisor, Assessing Your Workload
- MODULE 10 Helpful Tools, Resources + Bonus Trainings:
Terminology Vault, The Importance of Cybersecurity, Miscellaneous Personal Finance Industry Software, Interview with Financial Planners - What are the Most Important Qualities in a VA?
Yes, this course is PACKED!
I want to be sure you're set up for success and have everything you need to feel confident walking into the personal finance industry as a Virtual Assistant.
LET'S DO THIS TOGETHER!
Join The RIA VA Baseline Course
When you purchase the course on one of the payment options below, I'll send you an email with all the details you need to log in and access the course. The first 5 modules will be available to you immediately, and the remaining modules will be dripped to you over the next 3 weeks.
HI THERE!
I'm Tracy K.
I became a Virtual Assistant for Financial Planners in 2017. I had no previous experience in the Industry, but I've always been in customer facing roles. I learned everything as I was working and within 6 months had so many Advisors who wanted my help, that I hired my first contractor and started a Virtual Assistant Agency. For the past 5 years, I've hired and trained a dozen employees and contractors.
Now, I'm taking my knowledge and experience with training other Virtual Assistants and bringing it to YOU! I'm so excited!
Doing this work has enabled me to have a flexible schedule traveling the country full time for 2 years and later, having a flexible schedule through starting and growing my family the past 4 years. It's been such a blessing to me and I can't wait to share it with you.
"The training that I received from Tracy was nothing short of exceptional. I started out with zero experience and Tracy walked through all aspects of the position with me and provided the tools and resources I needed to exceed in this new role.
Tracy has a wealth of experience working with a wide assortment of Advisory firms that she was able to glean onto me to help me succeed.
After training with Tracy, I was able to land an amazing full-time position with a great firm where I have been able to build upon the skills that Tracy instilled into me.
I'm eternally grateful for the training I received and I wouldn't be where I am today if it wasn't for her training."
- Jordan Drake
"Tracy has extensive knowledge of the financial planning industry and the common software / systems that planners use."
- Greg Meyer, CPA, CFP
"We love working with Tracy. Having such great support lets us focus on our clients, meeting their needs, enriching their lives. It means we do more of the work we love, and in turn, Tracy helps us build our firm."