02 8752 3872 [email protected]

EVOLVE LIVE FREE WEBINARS

Hosted by one of our highly experienced Elixir Consultants, we will be delivering a deep dive into a practice management topic that’s timely and relevant, and wherever required, we’ll invite subject matter experts to be special guests.

These free webinars are packed with invaluable insights to prepare your business for long-term sustainability and even better, you can watch them live from the comfort of your own home or office.

The Evolve Live series is also recorded and available to watch any time on our Evolve Alliance membership portal. If you aren’t yet an Evolve Alliance member – you’re missing out on key tools and resources at the click of a button

Insider tips to building a global team by outsourcing.

Presented by Sue Viskovic, David Carney & Sherry-Anne Llanto
11.00am AWST / 1.00pm AEST
Tuesday 8th August 2023

Many firms have discovered that outsourcing is a great solution to solving their talent shortage, lifting the capacity of their team and keeping a lid on the rising cost of delivering advice. However, finding the right outsourcing partner can be a consuming process for most. Thankfully, there are specific steps you can take to ensure that you find the right one for you.

In this live webinar, our Sue Viskovic will speak with David Carney, co-Founder and CEO, and Sherry-Anne Llanto, Service Delivery Manager of VBP, the largest provider of outsourcing support to financial service companies in Australia. VBP works with 260 firms and has over 1,200 team members, so David and Sherry-Anne have valuable experience to draw from. We’ll discuss what makes outsourcing work, and help you understand the questions you should be asking in your search for the right partner.

When building a global team (or any team for that matter), there are three (3) outcomes that firms desire. David and Sherry-Anne will share these outcomes and the three drivers that support you in getting the outcomes you want from building your global team.

In this session, we’ll reveal specific insights into:

  • understanding Cyber risk, compliance and the governance you need when outsourcing to any provider
  • the importance of aligning workplace culture to get the best from your outsourcing team and also understanding some of the cultural differences when managing offshore team members
  • best practice for getting outsourcing-ready

Registrants will also receive a complimentary booklet on ‘Finding the right one. A step-by-step guide to finding the right outsourcing partner’.

Avoid the FOMO – Subscribe to our Evolve Live Webinar mailing list below to receive regular invites to join our free webinars. 

You only need to subscribe once to receive the regular invites, and then register for each topic you’d like to attend.

Free monthly webinars

Packed with gold to help your advice business thrive – next one coming soon!

Sign up to our Evolve Live Webinar mailing list above to be one of the first to know. 

Missed a webinar? 

We have been building up our library of Evolve Live webinars since the beginning, and replays are available for our Evolve Alliance members to watch anytime!

Not yet an Evolve Alliance member?
Evolve Alliance is your digital business improvement portal, providing you with unlimited access to practical tools, templates, video how-to’s and proven strategies to help you evolve your financial advice business.