Implementation - Virtual Employee Services
As a business owner, it seems like there is never enough time in a day. You would like to delegate more to your existing staff, but they're busy serving clients. You could hire additional staff, but the work you need done is highly specialized and thus expensive for a full-time employee. Plus, once the specific tasks are complete, you may not have a long-term need for the skill-set. What are your options?
Add Talent to Your Team, Without Adding to Your Team
Most of the projects that ActiFi works on with individual advisory firms have a defined timeline and set of deliverables. Occasionally the work a firm needs to accomplish can take weeks, months, or even more than a year. ActiFi, via its Practice Management Program, provides firms with hiring assistance to locate and bring on board the right talent. However, sometimes it does not make sense to hire a full-time staff person, and that's where ActiFi Virtual Employee Services can help.
ActiFi has an expert team that can work directly with your staff for however long you need. Whether it's a week on site or occasional in-person meetings augmented by a virtual relationship over time, ActiFi has the experts you need to plan and execute programs and monitor results to ensure you meet your objectives.
You Focus on What You Do Best, then Outsource the Rest
A CEG Worldwide study found that advisors who spend twice as much time with clients see revenues six times greater than those who don't! It makes obvious sense if you think about it. The more time you spend with clients, the deeper relationships you'll build, the more assets you'll capture, and the more referrals you'll receive.
What's the best way to gain more time? Focus on your clients, and outsource non-core activities. From CRM configuration to developing your marketing plan, or from devising an Investment Committee to creating a compensations structure, ActiFi has the experts that can come in, plan the work, implement the tasks, and train your staff to ensure what is developed gets embedded into your firm's activities.
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CEG Worldwide Study
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For more information on Virtual Employee Services, contact ActiFi today.
