- Would you like to free up to 30 hours a week to allow you to work on your business
- Are you sick and tired of spending around 70% of your time on Compliance, Paperwork, follow ups and many more?
Sam Panetta
Aureus Financial
ATTENTION FINANCIAL ADVISORS AND MORTGAGE BROKERS
Koruna Assist eBook
DOWNLOAD THE 90 THINGS YOU CAN OUTSOURCE
Life Is Too Short To Think Small
Set your agenda each day or the world will do it for you. Don’t decide on your next move based on the demands of your inbox but on the direction of your dreams.
-Brandon Burchard
Problem - ! ATTENTION !
Financial advisors and Mortgage Brokers – Would you like to free up 20 to 30 hours a week to allow you to work on your business?
If you’re a financial advisor or a mortgage broker, you understand that it’s getting harder for you to serve your clients. Your margins are getting squeezed, you are frustrated and you feel like you can’t find enough time to outgrow things that are really important to you.
We understand this because we have helped a number of financial advisors and mortgage brokers win back 20 to 30 hours a week so they can focus on growing their business.
Some of our clients have grown a team of over 10 VAs. They have been able to:
Increase new clients by 61%
Spend more time with their family
Travel the world without sacrificing their business growth
Keep the business running even though they’ve been battling sickness
How To Get The Passion For Your Business Back?
In order to effectively use virtual assistants to grow your business, you need to hire for the role, not the task.
That means building a team. A team that will work together to achieve what you’re aiming for as a business owner.
1
IDENTIFY THE BOTTLENECKS IN YOUR BUSINESS
2
FIND THE RIGHT PERSON TO SUPPORT YOU
3
DO WHAT YOU LOVE AND OUTSOURCE
THE REST
Koruna Assist eBook
HOW TO RUN A BUSINESS WITHOUT YOU IN 4 STEPS
Building A Solid Foundation
In our experience, we found that most businesses fail when it comes to outsourcing because they do not have the right plan of attack. We try to make sure that we set you up for success because not only does this mean that you will be set up for a positive experience when it comes to outsourcing, we also make sure that we have an ongoing relationship to allow us to help you deliver your business strategy and continue to scale in pursuit of your goals. With this in mind, we want to work closely with you and your team to establish a solid foundation, help build more value into your business and outsource the low end tasks to maximize your profit.
PROCESS
LOW VALUE TASKS
HIGH VALUE TASKS
How To Get Started?
Book Your Free Discovery Call
Get an understanding of what you are trying to achieve and what you are looking for.
Create an Outsourcing Plan
We have a standard hiring process which involves: Resume Screening, Assignment and an Interview.
Start Outsourcing
Partnering For Performance and ensuring your business is progressing how you want it to.
Case Studies
Ben Ricketts
Rocket Wealth Management
Chris Brown
New Vision Financial
Jackson Millan
Aureus Financial
James Menezies
Wealth Collective
Neil Sonneveld
Mansfield Financial Planning
Rachael Hunter
Argentinum Finance
Ronald Pratap
RP Wealth Management
Testimonials
Jarrad Bleechmore
Qi Wealth has been using Koruna Assist for some time now and have been very impressed with the outcome and improvements to our workflows and administration. Petra has been brilliant…
James Menezies
Koruna Assist hit the ground running by taking a lot of the workload off my plate as far as implementation, research, calls and other low-value tasks. This obviously freed up…
Chris Brown
Koruna Assist has a systematised process for recruitment and onboarding VAs. And what really shines through is VAs don’t work in isolation. They share ideas and experiences with other VAs…
Jackson Millan
“Petra and the team at Koruna Assist have helped us revolutionize our back office and provide us with the capacity to scale our business quickly and effectively. Their focus on…
Ben Ricketts
“Koruna Assist definitely made my life easier! Our VA helped us so much. When she started and got up to speed, it was a real game-changer for me. My stress…
Kevin Smith
Petra and her team are highly knowledgeable in helping you with offshore staff members. Her workaround process mapping is second to none and could be implemented for local teams as…
Jake Taylor
I have engaged Petra to help take my business to the next level. Her ability to provide solutions and optimise my workflow has been fantastic. She is patient and very…
Ronald Pratap
Petra and her team have been a great addition to my business. Having my administration, document management and customer service handled by professionals allows me to not get bogged down…
Sam Panetta
Petra is a phenomenal leader and Koruna is the best outsourcing firm in the industry. The growth we have achieved in our business could not have been done without the…
Rachael Hunter
I would like to say a huge thank you to Petra Nov and the entire team of Koruna Assist I have been a mortgage broker for over 12 years, and…
Rami Fahmy
Truely professional with a strong focus on risk management. These guys will help grow your business
Our assistants are experts in the latest technology
