Back Office Hero
Building back office efficiencies for financial planners.
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.