IFB Fall Workshop Series | September 28 2020 | 11:00AM - 12:00PM ET

IFB Members: $20/ Non-members $35 (plus tax)

51 Activities every Advisor should be delegating

Shyam Ganesh, Managing Partner, Valenta BPO

Credits TBD

As an advisor, you've got a lot on your plate. In addition to analyzing, proposing, implementing solutions and servicing clients, you're also in-charge of marketing to generate new conversations, and optimizing your finance and operations to make your business profitable. As you grow, it's impossible to do it all yourself so you start delegating. So what should you delegate and what should you not? As a firm that currently supports over 180 advisors, join Shyam Ganesh, Managing Partner at Valenta BPO as he shares with you what they've learned.

Shyam Ganesh, Managing Partner, Valenta BPO

As a financial planner, one of the greatest challenges Shyam faced in growing his advisory practice was finding time to build relationships while keeping up with all the administrative and compliance tasks involved in delivering financial planning, insurance and investments. Over the last 7 years, he has relentlessly streamlined processes, leveraged technology to automate repetitive tasks, and hired the right team to support operations. Valenta BPO helped him achieve this and he's committed to sharing best practices and educating on how they can help your advisory practice too.