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