Not every advisor wants to lead a team of assistants or other advisors.

There are some advisors who openly acknowledge their strengths are not in managing others, according to April-Lynn Levitt, a Toronto-based coach with The Personal Coach.

Fortunately, there are options for those who prefer a solitary work environment. By outsourcing certain tasks, advisors can let go of time-intensive activities that take away from time spent meeting clients or doing long-term planning.

However, if these tasks include sharing client information, you should check with your compliance department first. If the firm allows it, consider including a confidentiality agreement in any contract.

Here are four professionals that can help you with your workload:

1. Assistant
If you share office space with other advisors, an assistance might be easier to arrange than you think. Ask your peers if they have an assistant who might have a few extra hours to spare to help you with administrative tasks.

“Even if you have someone [for] two hours a day,” says Levitt, “that’s 10 hours a week. That frees up your time.”

If you engage in this arrangement, you would be responsible for compensating the assistant for his or her time. If you sublet office space from the assistant’s employer, the assistant’s pay can be included in your rent. An alternative method is to pay this person an hourly wage that is identical to what his or her employer is paying.

You can also consider a virtual assistant, who would work from his or her own office. This person can complete tasks such as creating PowerPoint presentations, proofreading and data entry.

For more information on these professionals, check out the Canadian Association of Virtual Assistants.

2. Corporate concierge services
Many advisors aren’t familiar with corporate concierge services, says Levitt, but they can be quite helpful in giving advisors more time to work on their business.

These types of professionals are useful for tackling projects like planning events or taking care of your client appreciation gifts.

They can also save you time by taking care of personal errands, says Levitt.

3. Bookkeepers
Many advisors aren’t doing a very good job of tracking their business expenses, says Levitt.

Instead of inputting their expenses and tracking commissions throughout the year, advisors often wait until tax time to pull that together for their accountants. This means extra work for a couple of weeks, while being unaware of where your finances stand the rest of the year.

A bookkeeper can come into your office (or work from his or her own space) once a month and take care of those tasks. Ask your accountant for a recommendation.

4. Professional organizers
Hiring someone to take care of a backlog of paperwork is another option many advisors don’t take advantage of, according to Levitt.

A professional organizer can come into your office and do your filing as well as set up a system so you can maintain a less cluttered space. Some will even specialize in organizing email systems.

An easy way to search for an organizer in your area is through the group, Professional Organizers in Canada.