The Trusty Oak Post

3 Growth-Driving Virtual Assistant Services for Financial Firms

As the entrepreneur at the head of a financial services firm, you're used to wearing many hats. On any given day, you may serve as a customer service representative, a tax expert, an office administrator, a delivery person, tech support, and even a janitor. Although the lifestyle of an entrepreneur in the financial services industry can be exhausting, you've taken on the challenge and your business is growing. Your clients are happy, and it's time to push forward.

Ready to Delegate? Here's a Walkthrough of Our Process

When you decide to outsource a project like marketing, administrative tasks, or business management, you may not know what to expect from a given Virtual Assistant company. Working with Trusty Oak, not only do you get the benefits of a virtual and affordable expert, you also get the security and support of a well-rounded team with expertise in tasks ranging from social media strategy to paralegal services.

We want to offer you a quick overview of our initial process with a new client. You can contact us with any questions or, if you're ready, let's get started! 

Why Hire a Virtual Assistant?

Besides the plethora of tools that technology provides, it also allows for the opportunity to work with a virtual assistant. A virtual assistant is a professional (yes, we're real live people, not artificial intelligence!) who can help you with your business needs and works remotely, but is only an e-mail or phone call away. There are many ways to utilize a VA (virtual assistant), but here are three main ways to consider how a VA can help you with your business.

Visiting Boise: Leadership Lessons From the Field

Last week, I had the opportunity to visit our five virtual assistants in Boise, Idaho and not only did I come home with a heart so full, I also took back with me some valuable leadership lessons worth sharing .

The Extinction of the 9-to-5: Why Filling Seats Doesn't Equal Productivity

It's all over the internet, so it must be true. The eight-hour workday—the old 9-to-5 office shift—is obsolete. And while more companies than ever are offering flexible office hours and more work-from-home perks, there are still plenty of businesses stubbornly clinging to the traditional 40-hour workweek.

Trello 101 for Attorneys: The Free Tool You May Be Missing

Anyone who has ever worked in a law office knows how crazy it can get with court dates, discovery deadlines and the like. It’s a challenge to know exactly how to manage it all. I worked in one law firm that used an old-fashioned Rolodex and Post-It notes to remind themselves of deadlines (eek!). Fortunately, technology has made it much easier for attorneys and their staff to keep everything organized and on-time.

4 Budget-Friendly Tasks to Delegate to a Virtual Assistant

 

If you're new to using a virtual assistant, it might be a little confusing at first to think of the things a VA can take over for you. You may even be concerned that delegating doesn't fit your budget, so you're stuck doing everything by yourself until you can grow your revenue.

Entrepreneurs, Self Care, & Burnout

Working for yourself as a business owner, contractor, or freelancer means you set the rules; it's one of the many perks that draws ambitious people to this lifestyle. But it also means you're the one in charge of everything, from your office space to your work hours to how you manage projects. 

8 Ways to Use Virtual Assistants for Authors and Speakers

Here at Trusty Oak, we have a special place in our hearts for authors (who are often also speakers) because we love learning and we believe reading is a critical element to an entrepreneur's professional development. Of course, we also love working with authors, and there are several ways virtual assistants can help them with their personal brand and book promotion. Read on for eight ways to use virtual assistants for authors and speakers and estimated costs. 

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