Flexible Administrative Support for
Our Advisors
When administrative work starts pulling you away from clients and business priorities, additional support can make a meaningful difference, whether that need is ongoing, periodic, or temporary.
EFAssist provides flexible access to licensed EFA staff who can help support the operational side of your practice without the commitment of hiring and managing full-time employees.
Whether you need a few hours a week or temporary support to cover vacations or high-volume periods, EFAssist is designed to help you keep your business moving.
Common Ways Advisors Use EFAssist
- Ongoing fractional administrative support
- Additional help during busy or high-volume periods
- Coverage during employee vacations or leave
- Flexible operational support without expanding internal staff
- Project-based assistance for evolving business needs
Why Advisors Use EFAssist
Get support without adding full-time overhead
EFAssist helps advisors handle operational demands without the expense and management responsibilities that come with hiring additional staff.
Flexible support based on your needs
Some advisors use EFAssist a few hours each month. Others rely on the program more consistently as part of their operational workflow.
Built for advisor businesses
EFAssist is designed specifically for financial advisors and supported by licensed EFA staff who understand the operational realities of the business.
What Support Can Include
- Paperwork preparation
- Business processing and follow-up
- Financial plan preparation support
- Meeting preparation
- Assistance submitting marketing and advertising materials for compliance review
Program Benefits
- FINRA-licensed support staff
- Flexible time commitment
- Support available when your workload demands it
- No recruiting, hiring, or training required
- Coverage for staff vacations or absences
- Helps reduce internal office overhead
Additional Project Support
Project-based services may also be available, including client outreach and prospect follow-up support.
Contact us to discuss project scope, availability, and pricing.
Pricing
Whether you need occasional administrative help or more consistent operational support, EFAssist can expand your practice’s operational capacity.
Contact us to learn more about EFAssist and discuss what type of support may fit your practice.
