Back Office Hero
Building back office efficiencies for financial planners.
Description
The Back Office Hero team believes that there is a significant gap between high level business coaching and meeting the practical administrative day to day needs of Financial Planning practices.
Many planners are excellent at providing hollistic financial advice to their clients, but there comes a time when they need small business management coaching. They need to transition from a practice owner to a business manager.
This is where Back Office Hero can be effective in helping business owners and office managers build a Business System.
Q and A
– We not only provide the coaching, we also have a library of procedures, checklists, tools and templates.
– Each staff member will be given the responsibility to actively take part in the growth of the business by taking ownership of their procedures and more importantly, the ability to improve these procedures.
Contact information
Contact Service Provider Form
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