More time for clients and prospects, less on admin. A dedicated virtual assistant handles scheduling, CRM, and client follow-up so you can grow your book.
Financial advisors grow by being in front of clients and prospects — but scheduling, CRM upkeep, and follow-up quietly eat that time. A dedicated assistant keeps your practice organized so you can focus on relationships.
Book and confirm review meetings and send reminders.
Keep your CRM clean and client records up to date.
Manage email and stay on top of client and prospect follow-up.
Gather documents and prep materials ahead of client meetings.
Handle the admin of bringing on new clients.
Background research and general practice legwork.
Native-English, professional assistants for the calls and email that build trust.
One dedicated assistant who learns your clients and your process over time.
Scale hours with your practice — no long-term contract.
Plans start around $360/mo for 10 hours, scaling down to ~$30/hr as you add hours. Pay only for completed work, and unused hours roll over.
See Time etc plans →Client scheduling and reminders, CRM updates and data entry, inbox and follow-up, meeting prep and document gathering, client onboarding admin, and research support.
A professional, native-English US assistant is well-suited to client-facing admin. For sensitive financial data and any regulatory recordkeeping requirements, confirm the provider's security practices and put the appropriate confidentiality agreements in place before sharing protected information.
Yes — Time etc uses a dedicated-assistant model, so the same person learns your practice and your clients.
No. Time etc is month-to-month with no long-term commitment, and unused hours roll over.
Time etc pairs you with a dedicated, experienced assistant — no contract, no commitment beyond the month.
Get started with Time etc →