Episode #275: 6 Tips for Selecting the Right Virtual Assistant for You


This post is intended for financial professional use only.

Is your business expanding to the point where you have too much to do and not enough time to get it done? As a business owner, you may be getting bogged down by day-to-day administrative duties, trying to do too much at once – which can be detrimental to your company’s growth.

A virtual assistant (VA) is a professional who provides administrative and/or technical support remotely in order to free up more of your time to focus on activities that have the greatest impact on your business and income. By employing a virtual assistant, you're often able to save on overhead costs, like travel, office equipment, vacation time, and benefits. When hiring a VA, it is essential to execute the right process that can help ensure you’ll find the right fit for your business. There are a few simple yet essential steps that can make your hiring and recruiting efforts more effective.

In this episode of Money Script Monday, Sara shares expert tips and resources to keep in mind when bringing on remote staff that’ll help make the most of your recruitment efforts.

Resources Provided for This Episode

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About Sara Sullivan

Sara Sullivan is the Licensing and Contracting Manager at LifePro. She works closely with financial professionals to assist in updating their licensing statuses and process advisors' contracts to greatly improve your chances of getting approved.