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 TechRadar's #1 Virtual Assistant Agency 2021, 2022, 2023, 2024

Virtual Assistants 
for Financial Advisors

MyOutDesk VAs help financial organizations by generating leads, prequalifying contacts, gathering documentation, chasing signatures & nurturing your pipeline while you focus on closing deals – as well helping you schedule meetings, talking to clients, stay on top of your networking, and building the relationships that grow your revenue.

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Trusted by industry leaders.

Peace of Mind As part of our stringent vetting process we perform FBI level background checks.

We Take Care of Our VAs Rest assured that your VA has full benefits, health insurance, paid time off and top quality equipment - at no additional cost to you.

Diverse Talent We maintain a pool of over 100 brilliant college educated candidates, ready to go.

All-inclusive Pricing No hidden fees, taxes, or expenses. Everything is included in a single, predictable monthly rate.

Speed To Hire We'll move as fast as you want, and add as many heads as you need.

Why Outsource with MyOutDesk?

MyOutDesk’s virtual assistants provide you with the flexibility, scalability, and cost savings to adapt quickly to changing business & market conditions without the cost or commitment involved with hiring full-time employees.

In the business world, time is your most valuable asset. Spend your time on what matters and leave the rest to a trained professional.

Strategic Time Optimization for Finance

Stay focused on building relationships & business –
that’s why finance industry professionals trust MyOutDesk

Client Assistance

Customer Information Updates, Prequalifying Contacts, Book of Business Management, Client Care and Support, Client Communications and more.

Sales & Marketing

Inside Sales, Lead Eligibility Qualification, Demand Generation, Marketing Campaigns, Pipeline Nurturing, Marketing Asset Creation, Social Media and more.  

Full Admin Support

Scheduling Coordination, Calendar Management, CRM Management, Gathering Documentation, Customer Information Management, Chasing Signatures and more.

Name

Business Email

Phone

Company

Testimonials

See How Businesses Like Yours Succeed

My Virtual Assistants (VAs) helped me quintuple my income supporting turnkey setup for our clients with our system and technology.

John Reh

Founder, Likeable Agent

Quintupled myIncome

Best cost-to-benefit ratio, we’re getting at least 5x what we pay them back in return! With our VAs, they’ve made our local people to really step up to what they’re best at—focus more on projects, and closing deals, instead of overwhelming admin tasks.


5x ROI!

Sean Tagge

Partner & COO, Memphis Investment Properties

Our Virtual Assistants are able to do the job better than the local people, raising the bar! They are more mature, more experienced, more grateful and more committed to what they were doing and raised the bar for all our other employees!

Raising the Bar

Mihran Berejikian

President, Belami, Inc.

Quintupled my Income

My Virtual Assistants (VAs) helped me quintuple my income supporting turnkey setup for our clients with our system and technology.

John Reh

Founder, Likeable Agent

5x ROI!

Best cost-to-benefit ratio, we’re getting at least 5x what we pay them back in return! With our VAs, they’ve made our local people to really step up to what they’re best at—focus more on projects, and closing deals, instead of overwhelming admin tasks.


Sean Tagge

Partner & COO, Memphis Investment Properties

Raising the Bar

Our Virtual Assistants are able to do the job better than the local people, raising the bar! They are more mature, more experienced, more grateful and more committed to what they were doing and raised the bar for all our other employees!

Mihran Berejikian

President, Belami, Inc.

The MyOutDesk Value

Your Path to Productivity

$80M Saved

in 2023

800+ 5-star

Verified Reviews

8500+

Happy Clients

16+ Years

in Business

Get Your Savings Report

When you book a consultation with MyOutDesk, we'll send you a savings report that breaks down the cost of employing a full-time, in office staff based on your state. We'll compare this to how much you'll spend with MyOutDesk, and how going virtual can deliver you unparalleled ROI.

See the Difference

Us vs Them

Other VA Agencies

In-house

Experience

16+ years

Varies

Varies

College Education Required

Education

Varies

Legal Entity in US & PH

Secure, PCI Compliant

Flat Rate

Exponential Hourly Cost

Salary, benefits, equipment, training

Cost

Productivity Tracking Software

Oversight

Minimal

HIPAA Verified  

Peace of mind at your fingertips with productivity monitoring powered by MyTimeIn. Included at no additional cost.

Hear From Our Clients

We've had 16+ years to perfect our talent sourcing, matching, and interview process to make sure that only the best of the best serve our clients - and it shows.

Ready to transform your finance company?

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