Financial Advisor Support
Growth Mindset
Financial Advisor Support
Virtual Support for Financial Advisors: Scalable, Expert Help for Your Practice
At Reptide Media, we specialize in helping financial advisors grow through operational excellence and elite client service. Our Financial Advisory Support services provide trained Virtual Assistants for RIAs, wealth managers, brokers, and consultants—professionals who understand the nuances of CRM management, money movement, estate planning, client communications, and more.
💼 Packages & Pricing
We offer two straightforward packages to meet the needs of solo practitioners and growing advisory firms:
- RIA-Ready Advisor Package – $1,650/month
Designed for solo or dual-advisor practices (up to 2 advisors at a single firm).
Includes 20 hours/month of virtual assistant support. Additional time is billed at $75/hour in 30-minute increments. - Growing RIA Package – $3,150/month
Ideal for firms with up to 5 advisors, this package includes 55 hours/month of support.
Additional time is billed at $75/hour in 30-minute increments.
Each client receives a dedicated assistant, plus a manager and a trained back-up for continuity and quality assurance.
🔧 Tools & Platforms We Support
Our team is trained on the industry tools financial advisors rely on every day, including:
- CRM & Workflow: Wealthbox, Redtail, Salesforce
- Lead Management & Marketing: SmartAsset, Signal, LeadJig, White Glove
- Communication & Scheduling: RingCentral, CallTrackingMetrics, Calendly
- Client Engagement & Compliance: FMG Suite, EstateGuru, DocuSign
All of our Financial Virtual Assistants have completed the Financial Advisory Client Service Certificate (FACSC) program and are trained in dozens of essential support topics for RIAs and financial advisors. This includes understanding asset ownership, qualified and non-qualified accounts, RMD rules, estate planning basics, insurance types, annuities, trading support, client review preparation, cost basis tracking, and how to sensitively handle a client’s passing. This deep training ensures our team doesn’t just handle admin—but understands the context and compliance critical to your client relationships.
Need support in a different platform? Just ask—we adapt quickly and document procedures so your team runs smoothly with or without you.
📘 Program Based on the Financial Advisory Client Service Certificate (FACSC)
Our support services are modeled on the FACSC training syllabus, including:
- CRM & RMD Management
- Asset Ownership & Estate Planning
- Account Types (Qualified/Non-Qualified, UGMA/UTMA, Trusts)
- Client Review Preparation
- Inherited IRAs & Money Movement
- Handling Client Deaths & Sensitive Transitions
- Trade Documentation & Follow-Up
- Life, Disability, and Long-Term Care Insurance
- Stock, Bond, ETF, and Mutual Fund Fundamentals
Our team doesn’t just help with admin tasks—they understand why each task matters to your clients and your compliance responsibilities.
🎯 Get the Support Your Practice Deserves
Whether you're a solo advisor ready to delegate or a growing RIA with multiple advisors and expanding service needs, we provide scalable, intelligent support backed by a training system that understands your business.
👉 Book a Free Demo
📖 Also explore: Virtual Admin for CRM & Sales Support | AI Chatbots + Appointment Setting
25 Things a Reptide Media Virtual Assistant Can Do for a Financial Advisor
1. Pre-Qualify & Respond to Inbound Leads
Using SmartAsset, LeadJig, and Signal to monitor lead flow, respond to interest, and schedule consultations.
2. Manage Calendars & Book Appointments
Coordinate meetings via Calendly and integrate with CRM workflows, setting expectations and prepping agendas.
3. Prep & Send DocuSign Packets
Generate, prefill, and send new account forms, transfer docs, and disclosures for e-signature.
4. Assist with Client Onboarding
Collect KYC data, track documentation status, initiate welcome workflows using FMG Suite or CRM.
5. Support RMD Tracking & Notifications
Track required minimum distributions (RMDs), send reminders, and coordinate follow-through with clients and custodians.
6. Organize & Prepare for Client Reviews
Draft summary documents, pull account reports, and prep agendas in collaboration with your team.
7. Assist in Estate & Beneficiary Documentation
Collect and organize documents related to probate, trusts, wills, or life insurance planning.
8. Coordinate Transfers & Rollovers
Help facilitate IRA rollovers or 401(k) consolidations by preparing paperwork and tracking progress.
9. Maintain CRM Data Accuracy
Clean and update client records in platforms like Wealthbox or Redtail, ensuring all contacts are tagged properly.
10. Follow Up on Outstanding Paperwork
Send reminders and updates to clients who haven’t completed forms, verifications, or insurance documentation.
11. Track Cost Basis & Account Ownership Types
Maintain spreadsheets or CRM fields to organize cost basis history and ownership details (e.g., UTMA, trusts, joint).
12. Monitor Call Logs & Respond with CallTrackingMetrics or RingCentral
Review voicemails, track inbound calls, respond to client inquiries, and escalate urgent requests.
13. Coordinate EstateGuru Casework
Help track estate planning projects, organize documents, and follow up with attorneys or clients.
14. Support Compliance Documentation & Archiving
Save and categorize client communications, trade requests, and meeting notes as required for audit trail.
15. Prepare Trade Request Logs
Document trade intent from the advisor or client (in discretionary or nondiscretionary setups), including timing and proceeds.
16. Assist with Annual Reviews of Insurance Policies
Help track policy anniversaries and review dates, prepare summaries of current coverage and riders.
17. Draft Personalized Client Messages via FMG Suite
Schedule birthday greetings, holiday messages, or milestone acknowledgments using branded content templates.
18. Document & Follow Up on Post-Meeting Tasks
Log next steps in CRM after meetings, track tasks, and initiate workflows to ensure nothing slips through.
19. Help Navigate the Passing of a Client
Collect required documentation, prepare internal process checklists, and coordinate with beneficiaries and legal contacts.
20. Assist with Mutual Fund, ETF, and Annuity Admin
Help compare share classes, understand surrender charges, track annuitization schedules or ETF trade windows.
21. Schedule & Confirm Attendance for Seminars
Coordinate WhiteGlove or LeadJig marketing campaigns and track RSVP responses and attendance.
22. Support Roth Conversion Projects
Prepare the documentation for partial conversions and log tax-impact estimates for client review.
23. Handle Sensitive Client Communications with Care
Use proven communication methods learned via FACSC training to listen, empathize, and follow up respectfully.
24. Manage Campaign Metrics
Monitor engagement from SmartAsset, Signal, and WhiteGlove leads, analyze conversion, and report performance weekly.
25. Document Best Practices & SOPs for Your Firm
Create internal documentation to standardize how things are done—ensuring your firm runs consistently, even as you grow.
Supporting These Platforms
HubSpot
Jobber
Zoom Info
SMEs
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Onboarding Brokers, Trainers, Consultants, and Marketing Executives is our specialty:
Streamline Your Workflow with Reptide's Virtual Assistant Onboarding Process
Complete the Needs Assessment
Kickstart your journey by conducting a comprehensive needs assessment. We’ll work closely with you to confirm your needs and our best practices align with your goals seamlessly.
Introductory Meeting
Let’s schedule an introductory meeting to confirm your needs and dive into the specific tasks you need assistance with.
Connect Accounts and Establish Communication Channels
During the introductory meeting or in a subsequent meeting our team will handle the integration process smoothly, connecting your VA with your systems and platforms. We’ll establish clear communication channels tailored to your preferences, ensuring seamless collaboration throughout our partnership.
Daily Call Set Up for First Week
For a dynamic start, we’ll schedule daily check-in calls or meetings during the first week of collaboration. These regular touchpoints provide an opportunity to track progress, address any queries, and fine-tune our approach to meet your evolving needs.
Weekly Call/Monthly Call After First Month
As we settle into our partnership, we’ll transition to weekly check-in calls or meetings to maintain alignment and momentum. Depending on your preference, we can adjust the frequency to monthly check-ins as our collaboration matures, ensuring ongoing success and optimization.
With Reptide's structured onboarding process, you can confidently navigate the journey towards enhanced productivity and efficiency with our virtual assistant services. Let's embark on this transformative journey together.