DIY your Operational Excellence

Outsourcer and Tech Vendor Directory

SKU: $219.00
Buy our two directories to accelerate your research on outsourced providers and technology. This package includes our latest list of pre-vetted outsourcers that already work with financial advisory wealth & investment firms. The list includes website links & names of providers in areas of C-level interim executive assistance, receptionist, administrative assistant, 401k administrator, IT, tax preparer, insurance, financial planner, website coder, ghost writer, and more. And the tech list includes software choices that range from CRM, portfolio management, PFM, client portals, to email drip systems, compliance software and more.

Customer Support:

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  • PayPal


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