Every financial planner and financial adviser is complaining that they do not have enough time to spend with clients. Instead, their time is consumed by administration, compliance, emails, preparation, and staff issues.
In almost all cases it is evident that the financial planner or adviser feels obligated and responsible to deal with each of these aspects personally. The cost of employing more staff both from a monetary and effort point of view seems not feasible to them in most cases.
However, there are alternatives!
In this episode, we discuss outsourcing as a solution. We uncover which areas are great to consider, the different options, other resources, and how to let go of the control most of us seek to maintain.
---- Please Watch the Full Episode on our YouTube channel ----
https://youtu.be/BhaBXg0mrCo
While you're there hit the SUBSCRIBE button ;)
---- Taxspace Software ----
Taxspace is our own proprietary software helping financial planners, advisers, paraplanners, tax practitioners, etc. turn their client's tax into opportunity.
PROpulsion Pro members get 10% off for the first 12 months.
Website: https://www.taxspace.app
---- Learn more about PROpulsion Pro ----
https://www.propulsion.co.za/pro
---- Connect with Us ----
Website: http://www.propulsion.co.za
PROpulsion LIVE Portal: https://hello.profileme.co.za/propulsion
Whatsapp: https://www.propulsion.co.za/whatsapp
Twitter: https://twitter.com/propulsionlive
LinkedIn: https://www.linkedin.com/in/francoisdtza
Instagram: https://www.instagram.com/propulsionlive
#practicemanagement #financialplanning #outsourcing
In almost all cases it is evident that the financial planner or adviser feels obligated and responsible to deal with each of these aspects personally. The cost of employing more staff both from a monetary and effort point of view seems not feasible to them in most cases.
However, there are alternatives!
In this episode, we discuss outsourcing as a solution. We uncover which areas are great to consider, the different options, other resources, and how to let go of the control most of us seek to maintain.
---- Please Watch the Full Episode on our YouTube channel ----
https://youtu.be/BhaBXg0mrCo
While you're there hit the SUBSCRIBE button ;)
---- Taxspace Software ----
Taxspace is our own proprietary software helping financial planners, advisers, paraplanners, tax practitioners, etc. turn their client's tax into opportunity.
PROpulsion Pro members get 10% off for the first 12 months.
Website: https://www.taxspace.app
---- Learn more about PROpulsion Pro ----
https://www.propulsion.co.za/pro
---- Connect with Us ----
Website: http://www.propulsion.co.za
PROpulsion LIVE Portal: https://hello.profileme.co.za/propulsion
Whatsapp: https://www.propulsion.co.za/whatsapp
Twitter: https://twitter.com/propulsionlive
LinkedIn: https://www.linkedin.com/in/francoisdtza
Instagram: https://www.instagram.com/propulsionlive
#practicemanagement #financialplanning #outsourcing
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