2 things to look for when hiring a Virtual Assistant
Practice Management & Quick Tips Videos & Strategic Issues

2 things to look for when hiring a Virtual Assistant

March 29, 2023

by Tony Vidler  CFP logo   CLU logo  ChFC logo

As cost pressures mount and margins decrease for many professional service firms they are increasingly looking to hire “virtual” staff.  That is, staff who are not necessarily permanently on the payroll, and definitely not permanently on the premises needing “housing”.

India and the Philippines are probably leading the charge in providing great VA’s for us given their (generally) high degrees of education and command of multiple languages, and the relatively low cost of labour.  So hiring VA’s as an outsourced solution from places like that can make a lot of sense for many functions in todays firm.

Interviewing virtual assistants is a little bit different though, and it seems many find this to be a bit of a struggle.  Because it is a different type of employment relationship, and is managed quite differently on an ongoing basis, there are a couple of BIG things to be looking for when interviewing I believe.

In this quick tips video we discuss the 2 big things that you need to be interviewing for if you are going to make a successful appointment of a virtual assistant.

Watch the video to learn more…

Related to this post:

New Adviser Hires: Getting The Relationship Right

Get financial adviser coach blog updates via email.
Enter your email address to follow this blog and receive notifications of new posts by email.
Join 322 other followers

sidebar_tony
Facebook: 2831, Twitter: 13061, LinkedIn: 689

Follow tonyvidler on

Comments (0)

Leave a Reply