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RECORDED WEBINARS | DOWNLOADABLE CHEAT SHEETS
FREE 90-MINUTE PROCESS DEEP-DIVE SESSION
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.
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 24 years — serving as a Financial Adviser since 2000, and running Qwrk Outsourcing for the past 14. Throughout my journey, There isn’t much I haven’t seen — the good, the perhaps not so good, and the hands-down awesome best practice of how to get things right. Now, I’m excited to share these 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.
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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