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

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Our Blogs

Virtual Assistants – The Secret to Keeping Your Small Business Afloat!

Virtual Assistants – The Secret to Keeping Your Small Business Afloat!

Feb 10 2021
With so many tasks required to run and grow a business, getting good help is extremely critical. As a business owner, you should effectively delegate duties that you don’t want to do it yourself to a responsible person. However, not all small businesses need a full-time staff, yet they can look out for virtual assistant […]
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Three Challenges In Offshore Hiring and How To Overcome Them

Three Challenges In Offshore Hiring and How To Overcome Them

Feb 08 2021
If you own a business and realise that you are spending more on recruiting and training the employees yet getting poor results, then using offshore staffing seems like a remarkable move. Offshore staffing is all about choosing and managing staffs from countries renowned for their specific industry expertise.  However, finding the most efficient offshore employee or a […]
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Top Five Misconceptions About Offshore Staffing

Top Five Misconceptions About Offshore Staffing

Dec 23 2020
Offshore Staffing is not a new concept, but so many entrepreneurs are still misinformed about it. Misconceptions about outsourcing may perplex business owners and make them question about the benefits of hiring an offshore staffing team. However, the reality is that hundreds of industries across the world are benefitting from offshore outsourcing. Below, we have […]
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