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

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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HOW TO MAKE YOUR OFFSHORE OUTSOURCING PLAN SUCCESSFUL?

How to Make Your Offshore Outsourcing Plan Successful?

May 27 2020
We are living in a highly competitive world where businesses are facing various issues and concerns to stay ahead of the curve. In this scenario, cost reduction is a major concern for most businesses.
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WHAT IS VIRTUAL STAFFING?

What is Virtual Staffing?

May 25 2020
Apart from that, they are like any other employee – they are recruited specifically to fill the role you need and work 100% of the time on the tasks and activities you allocate them during hours that align to your business operations.
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