Financial Planning

It takes a lot to become a Financial Planner. The education, the ongoing upkeep of your education and the points you need to maintain every year to keep your accreditation. Now, after doing all this if you have to do admin work then its a big waste of your time and talent. Instead it might be worthwhile to hire a Virtual Staff member who can look after all the admin work such as preparing SoA’s, implementing policies, updating clients with the progress of their insurance policies, liaising with insurers and organising medical reports. Besides this your Virtual Staff member can look after a whole heap of admin work such as bookkeeping, handling calls, emails and web chats, managing social media pages, designing and sending newsletters etc. The list goes on. Anything that you do that is non-revenue generating can be done by a Virtual Staff member

Speak to us about Virtual Staffing for your business

Our Blogs

How To Blend Your Offshore & Onshore Teams Efficiently?

How To Blend Your Offshore & Onshore Teams Efficiently?

Sep 14 2020
In this digital era, working with offshore teams has become a common thing for most businesses. Moreover, blending the offshore team with your onshore team has great potential, and it results in incredible business...
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Things You Need To Know About Offshore Outsourcing

Things You Need To Know About Offshore Outsourcing

Sep 10 2020
Offshore Outsourcing is the strategic use of outside resources to make your business activities organised. Most businesses use offshore outsourcing as a means to carry out their major...
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Tips To Minimise The Critical Risks Associated With Offshore Outsourcing

Aug 04 2020
Just like any other company, you may find that outsourcing is a good idea as there are so many benefits associated with it. However, there are also critical risks involved in this..
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