For advisory firms and RIAs, a Marketing VA plugs into the new-client onboarding and annual review prep — taking on social scheduling and email campaigns so lead advisors and operations directors stop carrying the work themselves. They work inside the same tools you already run on, including HubSpot and Mailchimp alongside Redtail, and inherit the SOPs your team has already documented.
Every Marketing VA we place in financial services works against Reg BI, SEC/FINRA recordkeeping, and client document control. We solve the day-to-day pain advisory firms and RIAs feel most: advisors buried in onboarding paperwork instead of advice. They onboard onto your financial services stack (typically Redtail, Wealthbox, Salesforce FSC) inside the first week, with your SOPs as the source of truth.
In the first 30 days, your Marketing VA for Financial Services ships the content calendar (weekly) and the email campaign send (weekly), plus the recurring work that defines the role: schedule and publish social content across linkedin, instagram, facebook, and x, and build, send, and a/b test email campaigns and automated flows. Your account manager runs a weekly review against the role's SOP and the financial services-specific checklist so quality is measured, not assumed.