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Advisor Virtual Pro

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If you are a financial advisor who feels always behind the 8-ball, running around in circles trying to achieve your goals but feel like you’re not making the progress you desire, it’s time to get a fresh perspective. Advisor Virtual Pro offers you just that. Upon engagement we will:

  1. Get your perspective and find out what motivates you to go to work every day. Ask insightful questions to get a little deeper into what’s going on.
  1. Assess the technology tools are you currently using.
  1. Find out how you and your staff doing with your current business processes. Marketing? Short and long-term goals?
Getting to the bottom line quickly is what Advisor Virtual Pro is all about.  We work with you to get a fresh view of your business, share valuable insight, answer your questions, and create a systematic, productive, prioritized checklist for you to work from.

As a result of our initial work, you will be provided options going forward, all designed with your available time and budget in mind.  No gouging here, no hidden costs or surprises.  What you see is what you get.

Services

Advisor Virtual Pro

Quick Tips

U

Quick Check

Quick Fix

Quick Biz Check – $49

The Quick Biz Check is the beginning of the magic. With keen insight, we peer into your business with a fresh perspective. We pinpoint your pain and point you in the right direction.

Quick Biz Fix – It’s called Quick, because it does NOT bog you down with a consulting contract or long-term agreement. It’s called Biz, because it’s NOT a lengthy training program that sucks away your time and leaves you with a block of knowledge and wondering what to do with it. It’s called the Fix, because that’s what it is!

When your kid is flunking algebra, you hire him a tutor. Together, side by side, they Focus. And Fix. He doesn’t get his GPA to 4.0 overnight, but his math problem is now solved and he’s ready for the next step.
It’s just like that. We solve the pressing problems first, in order of importance, with the least amount of time and money from you. We streamline processes using our technology partners and tried and true systems that we use personally and are willing to share with you.

Tim Minert lives in your world. As a financial advisor, he feels the time and money crunch just like you do. He created Advisor Virtual Pro to help you with two things: Save you Time, Make you Money.

$$$ Workflow Example…
Save Time, Make Money $$$

1. A new client fills out an intake form. Could be a new account opening or new financial planning agreement.

2. This triggers an automation in your CRM to send tasks to your assistant (or you) to complete paperwork.

3. You now trigger an automated email workflow, which delivers 8 weeks’ worth of video and email onboarding messages.

4. Automation invites new client to schedule a first meeting.

5. Automation sends new client a voicemail appropriate to the engagement, thanking them for completing the form, and letting them know forms are coming. Primes the client for the next 8 weeks.

6. Changes properties in CRM we need to track (type of account, client segment, review due date) or sets tasks for your assistant (or you).

7. Send virtual assistant (or you) task to update client birthday card list.

8. Sends email to contractor to deliver appropriate thank you gift.

9. Sets up folders in my document storage system for new client, and puts documents in the appropriate folder from secure intake form.

Reminds client to schedule 1st meeting, if they haven’t already done so.

And there are only 2 points of human intervention in this process.

1) Process the new account or FPE paperwork (and possibly change some client-specific data in CRM)

2) Add them to the client card list. .

Getting to the bottom line quickly is what Advisor Virtual Pro is all about.  We work with you to get a fresh view of your business, share valuable insight, answer your questions, and create a systematic, productive, prioritized checklist for you to work from.

As a result of our initial work, you will be provided options going forward, all designed with your available time and budget in mind.  No gouging here, no hidden costs or surprises.  What you see is what you get.

Get In Touch

1234 sAn Francisco, CA 12345
+1 555 0394 848
info@diviconsulting.com