www.linkwealthadvisersupport.com.au
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Submission: On February 18 via automatic, source certstream-suspicious — Scanned from DE
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(03) 9038 8267 * Home * Admin Services * Our Team * Book a 15-min Clarity Call → -------------------------------------------------------------------------------- -------------------------------------------------------------------------------- OFFSHORE OUTSOURCING SOLUTIONS DESIGNED FOR ADVISERS BY ADVISERS WE PARTNER WITH FINANCIAL ADVISERS AND MORTGAGE BROKERS TO HELP THEM TAKE BACK THEIR TIME AND FOCUS ON WHAT'S IMPORTANT - TALKING TO CLIENTS AND PROVIDING QUALITY ADVICE. WHAT WE DO FOR YOU HOW DOES OUTSOURCING YOUR BACK OFFICE ADMINISTRATION REDUCE COST? Watch this video on how you can reduce your back-office costs by 50-70% and free up 20+ hours a week to focus on growth. Book a 15-min Clarity Call SUPPORTING FINANCIAL ADVISERS AND MORTGAGE BROKERS TO REACH THEIR GOALS We work closely with advice businesses to help them build their own offshore team that can manage their back-office administration requirements whilst saving them time and money. Having extensive experience in the financial planning industry, we understand the challenges you face running an advice business. If you’re spending too much time working in your business rather than on the growth activities that make it profitable, allow us to help you free up at least 20 hours a week and take repetitive administration work off your hands. Having an offshore team will increase both your productivity and your profits. You can delegate the repetitive tasks that you don't need to be doing yourself so you can focus on profit-generating tasks. As an Adviser or Mortgage Broker, you want to spend your time where it really counts – talking with clients, helping more people and growing your business. You want to reduce the cost to serve your clients and save time by creating better systems and processes and becoming more efficient. You’d love a team of trained support staff you can trust to take away the admin headaches without compromising on your quality of service. You want them to be able to do a better job than you would do yourself. WHAT DO YOU NEED HELP WITH? ✔ Getting time-consuming admin off your hands ✔ Implementing advice ✔ Managing your review process ✔ Reducing back-office costs WHAT WE OFFER ✔ Fully qualified admin staff trained specifically for financial planning firms ✔ End-to-end administration solutions ✔ Reduction in back-office costs by 50% to 70% WHAT CAN WE HELP YOU WITH ALL THE SERVICES YOU NEED IN ONE PLACE * GRAB THE GUIDE * BOOK A CALL * DOWNLOAD >>> FINANCIAL ADMIN SERVICES GETTING TIME-CONSUMING ADMIN OFF YOUR HANDS * FINANCIAL PLANNING ASSISTANT A Financial Planning Assistant (FPA) provides support to financial advisers and planners. Button * MORTGAGE BROKING ASSISTANT Mortgage Broking Assistant (MBA) provides lending support to mortgage brokers. Button * BUSINESS CONSULTING SERVICE Ensuring your outsourcing solution is sustainable Button OUR SERVICES GET IN TOUCH HOW WE HELP YOU Book a 15-min Clarity Call Got Questions? Phone Us Today On (03) 9038 8267 Offshore Outsourcing Solutions Designed for Advisers by Advisers. MONTHLY UPDATES Enter email Thank you for contacting us. We will get back to you as soon as possible. Oops, there was an error sending your message. Please try again later. EXPLORE THE SITE * Admin Services * Our Team Link Wealth Adviser Support What We Do For You Admin Services Breakdown Book a 15-min Clarity Call → GOT QUESTIONS? Phone 03 9038 8267 Address Level 1, 689 Burke Road, Camberwell, VIC, 3124 Email adviser_support@linkwealth.com.au © 2022 | All Rights Reserved | Link Wealth Adviser Support Web Design Melbourne by Social Space Share by: