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
I’m very grateful to 24×7 Direct for providing me with high level and inexpensive staffing solutions. Highly recommended as an offshoring solution to meet your company’s needs.
24×7 Direct are brilliant! My first offshoring experience. Not only is my VA great but Devang and Tremayne have been there with me every step of the way with ideas and assistance. Great job guys, much appreciated!
The team at 24×7 has always been of service to us. They have a good set up and are very responsive. The Virtual Assistant they recruited for our business has been learning a lot quickly and so far has been good and supported our growth. I recommend 24×7 to anyone that is looking at outsourcing admin staff. It’s easy, they are supportive, and genuinely want your business to flourish.
“Thanks Devang for approaching me. The staff are working really well and I’m no longer working weekends”
Steve Greig – Owner
“I had 5 staff in Melbourne doing a variety of roles. By having a dedicated team I was able to reduce it down to 3 staff. Helped my bottomline”
Casandra Smith – CEO
I reduced my admin staff overhead by 50%. I could then use that money to pay for marketing which increased my sales. Double advantage. I have 2 staff in Cebu”