For financial advisors and RIAs
Spend your time with clients. Your EA handles scheduling, follow-up, and CRM updates. Interview advisor-ready EAs for free.
Or call (404) 418-8291
More time with clients
Every hour on scheduling and data entry is an hour you're not meeting clients or prospects. A dedicated EA takes the admin so you can focus on the work that grows your book.
What your EA handles
Client reviews, prospect meetings, and reminders
Post-meeting emails, document requests, and check-ins
Meeting notes, tasks, and contact records
Sorting, drafting replies, and flagging what needs you
Agendas and paperwork ready before clients arrive
Financial-firm experience
We have 100+ EAs who have supported financial firms before. They understand client confidentiality, review cycles, and the pace of an advisory practice. You interview them first and choose your match.
Price and offer
250+ clients served · 1,000+ EAs · 5+ years. Every EA is U.S.-based and background-checked.
New clients get $1,000 in EA hours when they start.
New clients only. Applied as a credit on your first invoice.
Book a free call. We'll send a shortlist of advisor-ready EAs in under 24 hours.
Meet Advisor-Ready EAsOr call (404) 418-8291