As a financial consultant in the financial advisory industry, there is no escaping the time and effort you need to spend crunching numbers, filling forms, checking details, and a whole host of required admin work.
These take up HOURS and HOURS you could otherwise spend with clients or for yourself.
At Financial Alliance, people are at the core of what we do. We empower our consultants and our team leaders with the right tools for the sake of efficiency and accuracy.
That’s why we built the iBOSS system – the all-in-one administrative backbone to everything the consultant needs to make sure their clients are best served from start to end.
In this episode, Xiang Peng, Chief Technology Officer of Financial Alliance, gives you a no-fluff breakdown of this fully-automated, constantly-evolving proprietary technology unique to Financial Alliance.
Get to know our onboarding process and find answers to any lingering questions, right here, right now.
It’s simple! Click HERE and follow the instructions in the following page.
It’s simple! Click HERE and follow the instructions in the following page.
It’s simple! Click HERE and follow the instructions in the following page.
