Virtual Help

Virtual Help

Always on time, never complains and never takes a sick day: How virtual assistants are helping some financial advisors cut through the clutter of the day.

An outsourcer herself, Cindi Hill is a big fan of virtual assistants. The CFP and former advisor launched Hill Compliance Advisors, which helps advisors with compliance needs, in 2007, and in 2011 contracted a “virtual” admin to help organize research and perform other tasks. Some advisors might be reluctant to hire someone they don’t really know to work on a short-term project without ever stepping foot in the office, but Hill is a believer. She’s even seen her own

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