Adviser Outsourcing - Sarah Challenor @advoutsourcing
Providing bespoke support packages to SME Financial advice firms that deliver reliability, flexibility and above all else expertise. adviseroutsourcing.com Leicester Joined August 2010-
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@SerenataFlowers @serenatahelp absolutely gutted the box turned up open floes half in box half dead. Surprise ruined for our co worker
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Earlier today I had a call with someone. We could have done the work however it wasn't our main strength, target market or an area we could provide resources in quickly. We knew of firms who specialise in what was needed. Rather than the client have a bad…lnkd.in/giQiEQs
Check out my latest article: How’s Your Business Housekeeping Process? linkedin.com/pulse/hows-you… via @LinkedIn
Neil Beattie gave Adviser Outsourcing Ltd 5 stars via @Trustpilot trstp.lt/Ie-VE5v6Q
Check out our latest article: Whether it's Adviser Office, XPLAN, IO, Wealthcraft, Curo or Finplan it's worth reviewing where your process and data is at linkedin.com/pulse/have-you… via @LinkedIn
Check out our latest article: Questioning Whether You Should Sell Your Business (or not!) linkedin.com/pulse/question… via @LinkedIn
Check out our latest article: Outsourcing your financial services administration, does it really cost more? linkedin.com/pulse/outsourc… via @LinkedIn
Windows 10 update could be damaging your SSD buff.ly/3jlqAAU
Check out my latest article: How to Plan Effectively to Reach Your Business Goals linkedin.com/pulse/how-plan… via @LinkedIn
all now reoslved
Just an FYI for our IO users, they are usually resolved pretty quickly
Check out my latest article: Have you got Control Over your Ongoing Client Review Processes? linkedin.com/pulse/have-you… via @LinkedIn
@SkyUK last Friday an engineer Lexi got our call out assigned to her. She was amazing, polite, and even stayed late to finish it. Truly anove and
Goodbye Gabriel, hello RegData: FCA unveils new data system buff.ly/2YYH0q8
Adviser Outsourcing - Sarah Challenor retweeted
We recently surveyed our customer base to find out how the coronavirus has impacted them as a business and as an individual. Take a look at our results here: hubs.ly/H0rC8s_0 #remoteworking #support #financialadvice
SHORTCUT!! #zoom do you have 20 seconds of hell at the end of a zoom meeting trying to end it? You can use Command ⌘ + W on macOS or Alt + Q on Windows to end your meeting instantly
For our IO users that do their own income. In case you are not aware a known issue where EDI's were not imported 7th May-14th May. EDI's are now coming in and they are working to reimport the missing ones from the gap period
One thing I have struggled with since lockdown...Lack of time, otherwise known as reacting not planning. With homeschooling, work and ensuring vulnerable family have what they need it's hard. Balancing with I know how thankful I should be that this is all I have to worry about!
Looking forward to seeing the street tonight on our weekly clap to show our appreciation. And love our daughters picture she drew at the beginning of lockdown #thankyouthursday
Busy last four weeks helping firms extract their data for RMAR reporting and PI requests from their back office software.
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