How outsourcing complex SOAs reduced mistakes & increased revenue
Operating for over two decades in Sydney, this financial planning firm assists clients with SMSF and LRBA strategies to effectively build, protect, and manage their wealth.
The firm’s director has a goal of growing the client base in order to generate more revenue – but found that it was hard to achieve due to the highly technical needs of the firm’s clients and with only one full-time adviser on board.
Read about how this firm put growth back on track and increased revenue by outsourcing complex SOA preparation & documentation to SuperRecords.
With Super Records, we’re gaining efficiencies each and every yearMark W Head of Operations
Super Records are very professional to deal with and have a clear and efficient processSook S Parter
I’m looking forward to another successful year with Super RecordsAndrew D Financial Planner