Learn the ins & outs of effective outsourcing

The Secret Source

Outsourcing Guide for Financial Planning Professionals

RECORDED WEBINARS | DOWNLOADABLE CHEAT SHEETS
FREE 90-MINUTE PROCESS DEEP-DIVE SESSION

Watch The Secret Source Webinar - it's free.

You'll receive an email with a link to the recorded webinar series and gain access to a variety of free resources to support you on your outsourcing journey.

Here's everything you'll learn in The Secret Source Webinar Series

The Secret Source: Is Outsourcing Right For Your FP Practice?

Understanding the Essentials

  • Importance of Data Security & Information Security Management System
  • Common Outsourcing Models
  • How Are Team Members Supported?
  • Cost Comparison Between Common Models
  • Understanding The Roles You Could Outsource Vs. The Ones You Should Outsource

The Secret Source: Making The Most Out Of Outsourcing

Building a Strong Outsourced Team

  • Winning Ways To Onboard Your Team Member
  • Navigating Through The Early Days
  • Once They Are Onboard: Communication And Feedback
  • 3-way Relationship: Practice, Outsourcing Partner, And Team Member

Jo Hall
FSSA™ CFP®DipFP BAppIEcon
Managing Director
at Qwrk Outsourcing

I’m Jo and I’ve been navigating the Financial Planning Industry for over 23 years — serving as a Financial Adviser for 15 years, and running Qwrk Outsourcing for the past 13. Throughout my journey, I’ve gathered insights on the good, the great, and the risky sides of outsourcing. Now, I’m excited to share these best practices with fellow FP professionals through The Secret Source webinar series.

Whether you’ve never outsourced and have been thinking whether it’s the right fit for your business, or just wondering how to take your partnership with your outsourced team to the next level, I’m happy to help however I can.

Let’s make the “secret sauce” of outsourcing less mysterious and help you find what’s best for your unique needs.

Watch the webinar & get a free 90-minute one-on-one Process Deep-Dive with Jo

When outsourcing in the FP Industry, there’s no single recipe for success. Every practice is simply unique. That’s why we’re offering something exclusive to all our webinar viewers.

Watch the webinar and get access to a FREE 90-minute one-on-one process deep dive session valued at $375 AUD with Qwrk Outsourcing Managing Director, Jo Hall!

Jo will work closely with you and help you identify which tasks within your unique process are suitable for outsourcing.

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