ATTENTION FINANCIAL ADVISORS AND MORTGAGE BROKERS

  • 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?

WE CAN HELP YOU

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:
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Increase new clients by 61%
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Spend more time with their family
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Travel the world without sacrificing their business growth
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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.

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IDENTIFY THE BOTTLENECKS IN YOUR BUSINESS

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FIND THE RIGHT PERSON TO SUPPORT YOU

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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.

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PROCESS
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LOW VALUE TASKS
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HIGH VALUE TASKS
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COMPLIANCE
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DATA INTEGRITY
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OPTIMISE WORKFLOW

How To Get Started?

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Book Your Free Discovery Call
Get an understanding of what you are trying to achieve and what you are looking for.
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Create an Outsourcing Plan
We have a standard hiring process which involves: Resume Screening, Assignment and an Interview.
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Start Outsourcing
Partnering For Performance and ensuring your business is progressing how you want it to.

Testimonials

Our assistants are experts in the latest technology

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