Mark Lewin’s Post

At Back Office Hero, we understand that financial planning practices can't rely on "the way it has always been done." The need to realign back-office systems, question existing processes, and embrace how quality data enhances existing technology is essential for growth and efficiency. As John aptly puts it, change management and internal sponsorship are crucial for continuous improvement. 📈🔄 Resistance to change often comes from comfort and familiarity, but this mindset can hinder progress. By continually asking, "Why do we do it this way?" and being open to positive change, financial planning practices can thrive. 🌟💼 Thanks, John Mann, for your well-timed and astute comments! 🙌 At Back Office Hero, we are dedicated to helping you transform your business with innovative solutions and a forward-thinking mindset. Let’s work together to achieve excellence and growth. 🚀 #BusinessGrowth #Innovation #ChangeManagement #BackOfficeHero #FinancialPlanning #Efficiency #BusinessTransformation

Absolutely agree with this insightful post! Embracing change and questioning the status quo are essential for driving growth and efficiency in financial planning practices. Thanks for sharing, John! 🌟🚀 #Innovation #BusinessGrowth

🌟 Exciting News at Back Office Hero! 🌟 We are thrilled to announce that after launching our online course, ‘Mastering Systems in a Financial Planning Business’ last week, we currently have 9 registered students enrolled. 🎓📈 Our course is accredited by the Financial Advice Association of Australia (FAAA) for 13 CPD credits, ensuring professional recognition for your commitment. The course comprises six comprehensive modules, each designed to empower financial planners and officer managers with the skills and knowledge to build a robust business system: Module 1 - Building a Business System: Explore why a well-structured business system is essential for growth, compliance, and profitability. Module 2 - The Importance of Data: Learn how to ensure your data is accurate, clean, and complete for better decision-making. Module 3 - Procedures, Checklists and Templates: Build processes made up of Procedures, Checklists and Templates to reduce costs and improve service delivery. Module 4 - Building Efficiencies: Understand how to create operational efficiency and to leverage off the outsourcing of non-core activities. Module 5 - Metrics, the Pulse of Your Business: Learn how to construct metrics and ratios to assist in making data driven decisions. Module 6 - A Business, Not a Practice: Develop a comprehensive Information Memorandum to ensure your business remains ‘sale ready’. Join us and transform your financial planning practice into a streamlined, compliant, and highly efficient business. 🚀✨ To learn more and sign up, visit www.backofficehero.com.au or reach out via the Contact Us tab for a chat. Let's build a better future together! #FinancialPlanning #BusinessSystems #OperationalEfficiency #ProfessionalDevelopment #BackOfficeHero

Elevate Your Onboarding Process Does onboarding new clients feel like scaling a never-ending mountain - slow, costly, and resource-draining? It doesn’t have to be this way. Imagine this instead: ✔ Defining your Ideal Client so every onboarding step is tailored and purposeful. ✔ Using a seamless electronic fact-finding system that reduces errors and accelerates workflows. ✔ Delegating repetitive tasks to a trusted outsourcing partner, saving hours of valuable time. With the right Business System, onboarding becomes more than a task - it’s a chance to impress, connect, and build lasting trust with clients. At Back Office Hero, we specialise in helping financial planners turn challenges into opportunities for growth and efficiency. Ready to reclaim your time and elevate your client experience? Let’s build your future together. 👉 Visit https://zurl.co/1YbSh to learn more and get started. #ClientOnboarding #BusinessEfficiency #FinancialPlanning #BackOfficeHero

Happy New Year and here’s to an incredible 2025! 🤲 While many celebrate New Year’s Eve with a toast, I like waking up fresh, focused, and ready to seize the opportunities of the year ahead. For us, 1st January isn’t just the start of a new chapter, it’s a chance to lead by example. Throughout the year, we compile our Group’s financials, so when 1st January arrives, we’re not just starting the year, we’re hitting the ground running, updating, and filing our year end financials. Whether you file your accounts on Day 1 or Month 9, everyone’s journey is different, and there’s no single right way to do it. Here’s to starting strong and staying ahead of the curve in 2025! 💪 Year Ended: 31st December 2024... ✅Bee Motion Limited (Parent Co) ✅Bee Motion Accounting Limited ✅Bee Motion Clothing Limited ✅Bee Motion Hive Limited ✅Bee Motion Properties Limited ✅Bee Motion Portfolio Limited ✅Bee Motion Ventures Limited ✅YAB Holdings Limited #BeeMotion

Are you a financial advisor dreaming of going independent but worried about the massive administrative workload that comes with it? Let IEM Partners ease your transition by acting as your firm's back office, ensuring you don't have to go it alone. At IEM Partners, we provide comprehensive back-office support tailored to independent financial advisors. Our services are designed to streamline your operations, from client account management and compliance to marketing and technological support. With IEM Partners by your side, you can enjoy the benefits of independence paired with the robust support only a dedicated back office can provide. Empower your practice, enhance your client service, and grow your business without the administrative burden. ✨ Take the leap towards independence with confidence! Let IEM Partners be the backbone of your back office. Reach out to learn more: tim@integratedequity.net #GoIndependent #FinancialAdvisors #BackOfficeSupport #IEMPartners #PracticeGrowth #FinancialFreedom

Are you a financial advisor dreaming of going independent but worried about the massive administrative workload that comes with it? Let IEM Partners ease your transition by acting as your firm's back office, ensuring you don't have to go it alone. At IEM Partners, we provide comprehensive back-office support tailored to independent financial advisors. Our services are designed to streamline your operations, from client account management and compliance to marketing and technological support. With IEM Partners by your side, you can enjoy the benefits of independence paired with the robust support only a dedicated back office can provide. Empower your practice, enhance your client service, and grow your business without the administrative burden. ✨ Take the leap towards independence with confidence! Let IEM Partners be the backbone of your back office. Reach out to learn more: tim@integratedequity.net #GoIndependent #FinancialAdvisors #BackOfficeSupport #IEMPartners #PracticeGrowth #FinancialFreedom

The advisors winning in 2025 are doing things differently: ✅ Partnering with CPAs ✅ Leveraging Virtual Family Office specialists ✅ Increasing revenue while doing less work Stop relying on outdated strategies. Learn what actually works. Schedule your strategy session now at https://hubs.li/Q02__95r0 #FinancialGrowth #CPAConnections #AdvisorsWinning #WorkSmarterNotHarder #AdvisorLife

🌟 Deliver Annual Reviews That WOW 🌟 Your clients don’t just need an annual review - they deserve an exceptional experience that shows them they’re valued, understood, and in the best hands. But here’s the challenge: without streamlined Procedures, practical Checklists, and time-saving Templates, even top-tier planners can lose the consistency clients expect. Imagine this: Your annual reviews running like a symphony, every piece working in perfect harmony. With the right Business System, you’ll ensure every review is: ✅ Thorough: Covering all the essentials with precision. ✅ Compliant: Meeting every regulatory standard. ✅ Impactful: Leaving your clients confident and delighted. At Back Office Hero, we help financial planners orchestrate their processes into a masterpiece. Say goodbye to chaos and hello to clarity! 🎶 Ready to compose your success story? Start building your system today: https://zurl.co/hbGTf. #ClientExperience #BusinessSystems #Efficiency #BackOfficeHero #FinancialPlanning

🌟 Deliver Annual Reviews That WOW 🌟 Your clients don’t just need an annual review - they deserve an exceptional experience that shows them they’re valued, understood, and in the best hands. But here’s the challenge: without streamlined Procedures, practical Checklists, and time-saving Templates, even top-tier planners can lose the consistency clients expect. Imagine this: Your annual reviews running like a symphony, every piece working in perfect harmony. With the right Business System, you’ll ensure every review is: ✅ Thorough: Covering all the essentials with precision. ✅ Compliant: Meeting every regulatory standard. ✅ Impactful: Leaving your clients confident and delighted. At Back Office Hero, we help financial planners orchestrate their processes into a masterpiece. Say goodbye to chaos and hello to clarity! 🎶 Ready to compose your success story? Start building your system today: https://zurl.co/hbGTf. #ClientExperience #BusinessSystems #Efficiency #BackOfficeHero #FinancialPlanning