Virtual Assistant Services



For Financial Advisors & Life Insurance Agents

Virtual Assistant Services

Advisor Marketing Hub's virtual assistants are pre-trained and experienced in helping financial advisors grow their business. Let us take care of all your digital marketing needs.

Take advantage of our virtual assistant packages and save up to 5X more compared to availing our project-based services.

The Onboarding Process

The onboarding process will ensure that everything is properly set up in your Better Automate account for a seamless experience in rolling out campaigns in the future. You may do the onboarding process yourself by watching video tutorials or hire a dedicated virtual assistant from us.

Save time and hire one of our dedicated virtual assistants. We will complete the onboarding process for you in 40 hours.

Onboarding FastTrack

Set Up Fee: $497

Includes ALL Onboarding Tasks
All other tasks will be considered "add-ons" and will be charged as a project-based service

Onboarding tasks include the setting up/completion of the following:

  • Launchpad

  • My Staff

  • Integrations

  • SMTP

  • Calendar Appointments & Landing Pages

  • Calendar Automations (1 automation per appointment)

  • Holidays, Birthdays & Annual Review Workflows

  • 1 Sales Pipeline

  • 1 Marketing Pipeline

  • Contacts

Customized Virtual Assistant Services

The service we offer are tailored to suit your company's needs. Schedule a call with us so we can work on making your own personalized service that will meet your unique needs.

Note: Customized service will only be available once an advisor is fully-onboarded.

Below are the services that your

Virtual Assistant can provide for you:

  • Better Automate Maintenance

  • Conversation Tab Management

  • Weekly Meetings with Advisor

  • Social Media Content Posting

  • LinkedIn Automation Management

  • Marketing Funnel which includes:

  • Social Media Post Invitation

  • Email Invitation

  • Landing Pages for Weekly Lead Capture Campaign

  • Workflows and Automations

  • Opportunity Pipelines


  • Provide all content (email, website, etc.)

  • Test all of the VAs' works

  • Give a final written approval before launching anything - this needs to be sent on the WhatsApp channel

  • Give us a 2-week notice for any campaign requests

  • Give us a 30-day notice for VA Services cancellation

  • Read and agree to the Advisor-VA Terms of Service Agreement


***Follow-up campaigns are NOT included. These are considered as a NEW and SEPARATE campaign.

***You can swap out a marketing campaign for the equivalent of website pages.

**Signing-up for a VA service package has a 30-day lock-in period.

You cannot downgrade your plan within 30 days from signing-up.

Rates Per Hour

The virtual assistant's rate per hour depends on your Better Automate plan.

The rates below apply regardless of the service package you will choose.

Project-Based Services

Logo Packages

GHL Landing Pages

Social Media Content and Graphic Creation

Video Editing


Website Packages

Hire a Virtual Assistant & Save More Time & Money

If you hire one of our virtual assistants, you don't need to do the admin tasks anymore.

You can just focus on running your business. You'll have more time for the more important tasks

and achieve the work-life balance you've always wanted.

Get on touch with us today and let's talk about your needs.


Advisor Marketing Hub

17822 17th Street

Suite 202

Tustin, CA 92780

Office: (714) 844-8442


The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. This material was developed and produced by Advisor Marketing Hub/Better Automate/Rob Sousa to provide information on a topic that may be of interest.

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