FINANCIAL PLANNERS
Reduce your Labour Costs by up to 70%
UPGRADE YOUR FINANCIAL RETURNS!
The impact financial planners have on their clients’ lives is perhaps greater than any other business. Unfortunately, the market is saturated with them! Now more than ever, you need to stand out from the crowd, but how can you do that when most of your time is stolen by low-value tasks? You have the fantastic ability to change the financial wellbeing of your clients. Now it’s time to change yours by investing in a Virtual Assistant!
Get a Quote
Fill in the form below to get a quote for your own personal Virtual Assistant!
A VIRTUAL ASSISTANT DEDICATED TO YOUR SUCCESS
Your new VA will be dedicated to streamlining your business and ensuring you have all the time and resources you need to achieve your professional goals. They will reduce your overheads, free up valuable hours, and allow you to focus on the profit-generating aspects of your business!
HERE ARE A FEW THINGS YOUR VA CAN TAKE CARE OF!
- Generate SOA and ROA
- Prepare modelling scenarios
- Prepare revenue reports
- Use software like Xplan, Commpay and/or Paylogic
- Conduct paraplanning or prepare paraplanning request forms
- Manage client schedules and other appointments
- Manage emails (responding and receiving)
- Schedule flights and accommodation (even for your holidays!)
- Transcribe recorded file notes
- Enter Fact Find information and general data entry
- Generate reports for Client Reviews (FDS, quarterly reports, annual reports, opt in, etc.)
- Enquire about client policies on your behalf
- Develop presentations
- Datafeed mapping
- Prepare comparison table and pre-assessment summary
- Pre-complete applications
- Track down insurance quotes and conduct pension/super research
- Follow-up with clients and other parties
- Conduct administration tasks specific to your business
GET IN TOUCH
It’s time to work better, not harder. With your own VA, you may never need to work weekends or overtime again. Your time, resources and hard-earned money can be funnelled into profit-generating tasks that will set you up for a comfortable retirement. All you have to do is call the number below and have a chat with us!
The Future is Young and we're part of it!
The Australian Young Entrepreneurs Awards is an annual event that recognises and celebrates the achievements of the young entrepreneurs. We are honoured to have been nominated for this year’s awards and we are so excited to be one of the finalists.
