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As a trusted financial adviser, you need to maintain a good relationship with your clients.
This is for you to have better communication about the best investment options available based on their goals and needs. To do this, you must focus on providing your clients with memorable financial planning services.
You must also spend time looking after your clients to provide them with better advice, as you guide them along their financial journey. In turn, they can make better decisions about their finances and have a clearer picture of where they want to be in the future. However, how will you make time to meet with your clients, whilst while juggling your back office and admin tasks?
Give your clients the kind of service they will never forget by outsourcing your paraplanning and admin tasks to DBA. We have the training and skills to efficiently and cost-effectively help you provide memorable financial planning services.
A 2018 study by Kitces Research found outsourcing some financial planning tasks can give you up to 4hours more on prospects and clients. They also found hiring paraplanners can help increase your client base by up to 64% and revenue by up to 80%.
Our Financial Planning Support Team can help you provide a more ‘memorable’ service to your clients—at a lower cost. Moreover, our qualified team of experts can give you more time for client-facing activities. Thus, you can meet with more prospects, grow your client base and increase your revenue.
Our commitment to provide quality financial planning support services also enables us to add more value to our services.
Don’t have just ‘good’ service, have ‘memorable’ service.
Reduced turnaround time in SoA production and Administration
Our extensive knowledge of financial advice systems allows us to streamline your processes for SoA Production. Completion time for a Statement of Advice (SOA) depends on the type, complexity, and additional requirements.
By streamlining the SoA production, we can complete a Simple SoA in 8–10 hours and a Complex SoA in 25–30 hours. On the other hand, we can complete three (3) Records of Advice (ROAs) in one day.
We can also systemise your entire process—from the simplest templates to complex documents and workflow. Thus, your clients will receive advice in a timely manner and make important financial decisions faster.
Increased efficiencies via tailored systems and processes
We can tailor the systems and process you need to increase efficiency and productivity. Our team can also spend time with you to better understand your requirements.
In addition, we understand the need to adapt to the ever-changing landscape of the financial planning industry. Which is why we equipped our team with the necessary skills and techniques to operate the most advanced software available. Thus, you can expect better, accurate and more timely delivery of services.
Dedicated staff of certified and trained paraplanners and administrators
We guarantee that all your back-office job, client administration, paraplanning, and compliance tasks is completed in the highest of standard. In addition, we can train in your office to ensure that we are in complete sync with your preferred process. Thus, we can ensure that the workpapers and reports we produce are standard to your firms’ requirements.
On the ground staff mentoring and training by an Australian consultant
Our in-house Australian consultant has over 18 years of industry experience. His in-depth knowledge of compliance requirements and strong relationships with product and advice managers help keep our team updated on changes in industry laws. Moreover, our in-house consultant provides expert recommendations and suggestions for changes to the advice to benefit your client.
Memorable financial planning services your clients deserve
Our team of certified paraplanners can help you across the entire financial planning process. Not only can we produce SoAs and RoAs faster, but we are also proficient in using various advice software. Hence, we can produce modelling projections and product comparison scenarios for investment and superannuation products and risk analysis.
Our experienced admin team can produce various client reports and perform portfolio rebalancing. Moreover, they can complete a wide range of Pre- and Post- SoA administration tasks. We can also further improve the SoA preparation process to ensure faster turnaround times and better decision making.
What are you waiting for? Outsource with DBA now and experience the advantage of giving memorable financial planning services.
Maann Sagun, MDC, DMP
Maann is a Communication Specialist and educator—masking as the Senior Content Writer of DBA. She is also a Digital Marketing Professional and specializes in SEO Audits. Maann has taken both her master’s degree in Development Communication, and bachelor’s degree in Mass Communication from the University of the Philippines.
Maann Sagun, MDC, DMP
Maann is a Communication Specialist and educator—masking as the Senior Content Writer of DBA. She is also a Digital Marketing Professional and specializes in SEO Audits. Maann has taken both her master’s degree in Development Communication, and bachelor’s degree in Mass Communication from the University of the Philippines.
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