Why Financial Services Professionals Choose AssistantWorx

No weeks of training. No learning curve. No explaining what a CRM is.

I've managed Salesforce, HubSpot, and industry-specific systems for years. I know what financial advisors need before you ask.

I don't wait for instructions. I anticipate needs, spot bottlenecks, and solve problems before they become issues.

One client said: "Christel manages my business like she owns it. I stopped worrying about the details."

Client data is sacred. I understand FAIS requirements, confidentiality protocols, and professional standards.

Your clients' information is protected with:

• Strict confidentiality agreements
• Secure systems and processes
• POPIA compliance awareness
• Professional discretion always

My clients typically achieve:

• Inbox zero within first week (maintained daily)
• CRM current and organized (no more months of backlog)
• Social media active 3x/week (consistent professional presence)
• Follow-ups never missed (systematic tracking)
• 12-15 hours back per week (to focus on revenue)

Need help or have questions? Contact us today and we'll be happy to assist you.

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