Rob Pyne speaks with Jerry Kalogeropoulos, the founder of Aptium Assist, a business specialising in outsourced back-office support for financial planners. Together, they explore the growing trend of outsourcing in professional services, specifically focusing on tasks such as paraplanning and client administration within financial planning. Jerry shares insights from his experience on the benefits, challenges, and operational nuances of outsourcing, offering financial planners a comprehensive look at what outsourcing might mean for their business.
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Topics covered
- Introduction to Aptium Assist and the Outsourcing Trend
- The Advantages of an Integrated Team Approach
- Onboarding and Workflow Management
- Communication and Coordination for Seamless Operations
- Balancing Security and Efficiency
- The Financial and Operational Benefits of Outsourcing
- Best Practices and Key Considerations for Outsourcing
- Long-Term Impact on Business Structure and Client Relationships
Show notes and transcript
For the full show notes and transcript from this episode, head to the episode page on The Trusted Adviser website here.