There are 24 hours in your day.
And 24 hours in the day of the wholesaler that makes a million dollars per year.
There are a host of reasons why they make a million – and one is replicable by you today.
Leveraging your time for maximum value.
Tim Ferriss spoke about this most famously in his book The 4 Hour Workweek.
In an interview with The Guardian he said, “It’s about building a system to replace yourself, outsourcing life and using virtual assistants who will do a range of laborious tasks for you, from scheduling meetings or managing recruitment to proofreading or market research. Getting a remote personal assistant is a huge departure point and marks the moment that you learn how to give orders and be commander instead of the commanded.”
What To Outsource:
Here are 10 wholesaling tasks (and there are more) that we think you can outsource to a Virtual Assistant – and in doing so you will free up more time to see more advisors, raise more assets and maybe even have time for more family and friends.
- sending thank-you notes
- snail mail marketing preparation
- Data Entry
- including preparation/scrubbing of your CRM notes from CopyTalk, Dragon Dictation, etc.
- adding notes to system
- expense entry
- Email Handling
- pre-meeting agendas
- event emails
- post meeting follow-ups
- appointment emails
- Event Planning & Coordination
- site evaluation
- contract negotiation
- pre-event planning
- post event follow-up
- Travel Planning
- Web Research
- advisor and COI recon
- product story development
- Rotation Calendar
- preparation and implementation
- PLUS you’ll have access to the NEW Wholesaler Masterminds Rotation Builder for Outlook 2010 users
- expense tracking
- expense report preparation
- Gift giving
- manage your birthday list
- holiday list, etc.
- Marketing assistance
- email marketing
- invitations, etc.
How To Find The Right Virtual Assistant:
Any time we have mentioned the importance of finding admin help to our coaching clients or live audiences, the same natural question would then come up, “How do I find the right person who is professional enough to maintain the integrity of my brand and to do the work required both effectively and efficiently?”
In the past you have heard us mention Elance, Hire My Mom, Craigslist and Freelancer as places to start your research for qualified Virtual Assistants.
While still viable (we have used them in the past), the problem is those avenues of approach take time (to place ads, sift through emails, interview potential applicants, etc.) – and it’s hit and miss who you will find.
So we knew we could do more.
Which is why we offer you Wholesaler Masterminds Virtual Assistants.
We have partnered with a company that understands financial services, is professional enough to meet our demanding standards and is based onshore versus offshore.
In fact, we have hired them to work for our company too.
Check out all the details about Wholesaler Masterminds Virtual Assistants.
In future posts we’ll give you tips for the best ways to maximize your investment when hiring a Virtual Assistant.