Your trusted partner in productivity.
Running an advisory practice buries you in scheduling, email, and content work. Rene gives you a dedicated virtual assistant to expertly manage it all — so you reclaim your time and focus on growing the business.
Founding clients reclaiming ~10 hours every week.
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The everyday work Rene lifts off your plate
We don't serve every business. We serve yours.
Most virtual-assistant firms spread thin across every industry, so their assistants start every engagement from zero. Rene took the opposite path: we specialize entirely in independent financial advisors and wealth practices. Your assistant already speaks your language — reviews, referrals, compliance-aware communication, and the rhythm of a client book.
Compliance-aware
Communication that respects your regulatory guardrails.
Advisor playbooks
Proven workflows from day one — no ramp-up tax.
“The average advisor loses a full workday every week to admin. We hand that day back.”
~40 hrs
Handled per client each month
1 week
From match to live support
1:1
Dedicated, never pooled
One assistant. The whole administrative load.
Admin, inbox, and content support — bundled into a single dedicated partner instead of three separate hires.
Scheduling & calendar
Client reviews, prospect calls, and travel — booked, confirmed, and prepped. You walk into every meeting with a brief already in hand.
- Meeting prep & agendas
- Rescheduling & reminders
- Time-zone juggling
Inbox & communication
Triage, draft, and follow up in your voice. The urgent surfaces, the noise disappears, and nothing slips past a client again.
- Priority triage
- On-brand replies
- CRM & follow-up hygiene
Content & admin
Monthly newsletters, market-note drafts, LinkedIn posts, and the document work that keeps a practice running behind the scenes.
- Newsletter & social drafts
- Document formatting
- Recurring workflows
Live support in three simple steps.
Discovery call
A 30-minute conversation about your practice, your tools, and the tasks quietly stealing your week.
Matched & onboarded
We pair you with a dedicated assistant and build a shared playbook of your systems, tone, and preferences.
Reclaim your time
Your assistant works live inside your workflows. You review the results — and get roughly ten hours a week back.
Built for depth, where others go broad.
BELAY, MyOutDesk, and Time Etc. built great generalist businesses. We built the specialist your practice actually needs.
Advisors who got their week back.
Illustrative testimonials shown for this preview.
“My inbox used to be the last thing I did at 9pm. Now it's handled before my first meeting, and my clients notice the faster replies.”
“The content support alone is worth the retainer. My monthly market note goes out on time, every time, sounding exactly like me.”
“I finally have room to focus on prospects and planning instead of logistics. It feels like adding a chief of staff without the overhead.”
One retainer. No credit games.
A single blended monthly rate covering admin, inbox, and content support — priced at a globally competitive effective rate, with none of the tiered-credit math.
Dedicated Assistant
Roughly 40 hours a month · ~$30/hr effective rate · month-to-month.
- A dedicated, advisor-trained assistant
- Scheduling, calendar & meeting prep
- Inbox triage and on-brand replies
- Newsletter, social & content drafting
- CRM hygiene and recurring workflows
- Lead support & continuity coverage
Scale hours up or pause with 14 days' notice.
Everything you're wondering.
Focus is our advantage. By serving independent RIAs and wealth advisors exclusively, our assistants already understand your cadence — quarterly reviews, client onboarding paperwork, compliance-aware communication, and prospect follow-up. You skip the months of context-building that a generalist VA needs.
Dedicated. You're matched with one assistant who learns your systems, tone, and preferences. They're supported by a lead who ensures continuity, so nothing drops if your assistant is ever out.
Calendar and scheduling, inbox triage and replies, meeting prep and notes, CRM hygiene, client communications, newsletter and social content drafting, document formatting, and recurring administrative workflows. If it's repeatable and doesn't require your license, it's fair game.
Generalist VA firms spread across every industry. We go deep on one. That means advisor-specific playbooks from day one, a single blended retainer instead of confusing tiered credits, and content support baked in rather than sold as an add-on.
One simple monthly retainer covers roughly 40 hours of admin, inbox, and content support — a globally competitive effective rate with no hidden per-task fees. Scale up or pause with 14 days' notice.
Founding clients are onboarded within a week of matching. You'll have a kickoff call, a shared playbook, and your assistant working live before your next client review.
Reclaim your time. Focus on growth.
We're onboarding a small group of founding advisory clients. Join the waitlist to claim your dedicated assistant.