Forum Discussion
Tamara.Morey
Advisely Partner
Advisely PartnerThe 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...
deborah.kent
Advisely Index Top 10
Advisely Index Top 10Hi 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.MoreyAdvisely Partner
Advisely PartnerHi 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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