ValentaBPO offers customized solutions in three main areas including process consulting, digital transformation and outsourcing. All three services are designed to assist your business to improve competence and performance, whilst reducing costs. During this webinar we discuss how Josh Bennett, CFP®, Managing Partner at ValentaBPO can help advisors like you instill best practices and help you select the best software (like PreciseFP) for your business. We'll show you how to collaborate with PreciseFP successfully while also utilizing outsourcing and show how it can save time, effort and money.
Josh Bennett, CFP® is the owner of Vincere Wealth Management and Managing Partner of ValentaBPO where he helps other financial advisors scale their businesses more efficiently and cost-effectively through the use of virtual admins and virtual paraplanners
0 Comments