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IFA Life launches outsourcing forum

Social networking website IFA Life has launched a forum for IFAs and financial planners to discuss and share best practice on outsourcing of business processes.

IFA Life says outsourcing can add significant value to clients and to an adviser’s profitability.

IFA Life founder Philip Calvert says with many IFAs reporting that running a financial planning practice can be very time consuming and labour intensive, they are now looking to outsource key processes such as paraplanning, compliance, marketing, lead generation, IT and payroll.

He says: “Following a valuable debate at a meeting of the Institute of Financial Planning which examined the merits of outsourcing, we’ve decided to give IFAs a dedicated space where they can share their own experiences.

“It’s entirely possible to run a substantial financial planning business with most business processes outsourced and whilst many IFAs are considering doing this, they have few places to discuss what works and what doesn’t.”


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