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Tamara.Morey's avatar
Tamara.Morey
Icon for Advisely Partner rankAdvisely Partner
2 years ago

The struggle for adviser capacity

These days, we see advisers doing more administration work than we saw 5 or 10 years ago.  Research, plan requests and even application forms are unnecessarily taking up their time and stifling capac...
advice production
advice servicing
practice management
deborah.kent's avatar
deborah.kent
Icon for Advisely Index Top 10 rankAdvisely Index Top 10
12 months ago

Hi Tamara we happily oursource our paraplanning but to be honest outsourcing admin is something that I am not confident about and our staff feel the same way especially with off shore.  It is something that is a conversation topic of ours especially with the extra work around OFAs

  • Tamara.Morey's avatar
    Tamara.Morey
    Icon for Advisely Partner rankAdvisely Partner
    12 months ago

    Hi Deb, I think the beauty of a virtual office like yours is that you've opened yourself up to many options for support.  Improving adviser capacity doesn't have to mean outsourcing, if that model doesn't work for you.  Your 'support' could be a permanent team member you employ directly (or as a contractor paid per task), based anywhere in Australia.  The candidate pool is multiplied when you are no longer limited to your immediate location.

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