VBP Back Office Solutions
Elissa is responsible in setting up meetings for both existing and potential clients, manages the CRM database and also does general PA work.
She also manages client payments and handles general bookkeeping.
On top of these, Elissa also does a bit of marketing as she collaborates with Dave on his marketing endeavors.
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VBP Back Office Solutions
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Business Process Outsourcing provider for Financial Planners in Australia. We assist in reducing the cost and time burden of the compliance and administration for financial planning firms by providing offshore outsourcing services based in the Philippines combined with systems and processes to leverage this service.