FINANCIAL ADVISOR PROFESSIONAL ASSISTANTS
C- SUITE EXECUTIVE PROFESSIONAL ASSISTANTS
Skilled Professionals with Packages Starting at 20 Hours Monthly to Custom Monthly or Retainer
Core Competencies
We screen and identify the technical skills, industry knowledge, and soft skills that are critical to your organization.
Automation
We use tools to automate tasks like workflows; calendar management; appointment setting; email outreach
Pro Niche Academy
- Learn a Specific Professional Niche
- Gain the Knowledge and Skillset Unique to Professional Niches
- Earn More with the Skill Set for Niche Markets
- Ongoing Support
- Hiring Options
2025 Packages and Prices
Following List of all Packages and Prices of 2025
CORE PRO COURSES
$1,000
20 HOURS MONTHLY
- Hours Do Not Roll Over
- One Time Placement Fee of $1,000
- First Month and Placement Fee Due to Initiate Services
ADD ON COURSES
$10000 up
STARTING AT 60 HOURS MONTHLY – 15Hrs/Week
- Hours Do Not Roll Over
- One Time Placement Fee of $1,000
- First Month and Placement Fee Due to Initiate Services
Monthly Access
$27
STARTING AT 20 HOURS MONTHLY -ALL PLANS
- RIA Multi Platforms
- One Time Placement Fee of $1,000
- First Month and Placement Fee Due to Initiate Services
RETAINER
$3,900
80 HOURS TO BE USED OVER 1-3 MONTHS
- Hours Roll Over – Flexible
- One Time Placement Fee of $1,000
- First Month and Placement Fee Due to Initiate Services
EXECUTIVE ASSISTANT & SCHEDULER
$1,000 up
STARTING AT 20 HOURS MONTHLY
- Minimum 20 Hours Monthly
- Non Financial Related Tasks
- One Time Placement Fee of $1000
- First Month and Placement Fee Due to Initiate Services
DIRECT HIRE OF ASSITANT OR ADVISOR
$8,000
TEMP TO HIRE
- Start our working with an Assistant as a 1099 Independent Contractor through RAR
- Option to Hire Direct at any time
RETAINER
$3,900
80 HOURS TO BE USED OVER 1-3 MONTHS
- Hours Roll Over – Flexible
- One Time Placement Fee of $1,000
- First Month and Placement Fee Due to Initiate Services
EXECUTIVE ASSISTANT
$1,000 up
STARTING AT 20 HOURS MONTHLY
- Minimum 20 Hours Monthly
- Non Financial Related Tasks
- One Time Placement Fee of $1000
- First Month and Placement Fee Due to Initiate Services
