Focus on What You Do Best
We believe that the best financial advice can only happen when Financial Planners are given the time to focus on nurturing their relationships with their clients and building their practices. Sadly, many advisers spend a huge portion of their working day writing financial plans, chasing for information, implementing planning strategies, and reporting to their regulator, which quickly eats up valuable time.
So that you can focus on what you do best, we provide holistic paraplanning and administration services that seamlessly integrate with your own processes, in order to give you more time to spend on yourselves, your business and your clients.
Let’s face it- admin is a necessary part of providing good financial planning to your clients, but is it really the best use of your time? At Accelerate, we can take the burden of administration off your hands, so you can be sure that your clients’ wishes and planning requirements are accurately implemented, processed and executed in a timely fashion. We have a wealth of experience and knowledge in paraplanning and administration, so can use our expertise to deliver better results for you.
When time is against you, it can often be difficult to identify how your workload could be completed more effectively and efficiently. Using our expertise in financial services, we will be able to objectively assess your processes and identify how client work can be accomplished in a shorter, more repeatable way. That will not only give you more time but could also save costs and boost productivity.
Grow Your Business
Whether you are just starting out or a long-established practice, growing your business is often a primary concern. You may feel that you’ve hit the glass ceiling or may be struggling to grow because of factors such as cost, time or geographical restrictions. The solution here is to outsource the elements of your business that eat into your time and prevent you from meeting more clients and working on your business. That’s where we can help.
To find out more and to book a free initial call please contact Matt Baird on firstname.lastname@example.org