Hi, can I speak to ____.
This is Sanya calling from BSG (Brokers Support Global)
The call is in regards with Paraplanning Services & Paraplanning Administration
Services that we provide. So I wanted to look over if there’s any potential for our
firms to work together. Wondering if he can have a quick chat for a moment?
If a concerned person - Hey ___, hope you are doing well! So the call is in regards to
Paraplanning and Administration Services that we provide
If Yes – Great! Just to outline about BSG we are specialised in providing Paraplanning
and Paraplanning Administration Services across Australia to different financial
planning firms. We are ISO 27001 certified and have been existing for a decade now
and are dealing with likely 300 firms.
If about Staff – We have a well trained staff and you do not need to provide them any
training, as they are hands-on with the software and the whole process. Right from
initial review – preparing and editing SOAs – to final reviews. Everything is taken care
of by them.
Discovery Quest
If I may ask how your current arrangements are taken care – I mean do you have it
inhouse or you outsource it ?
Also what software are you using? - Great, even we deal with ____, XPLAN,
Midwinter, COIN, AdviserLogic, DraftOnline etc. I am sure we can add a lot of value to
your business.
If I am not wrong, I can see through your website you are affiliated to AMPF dealer
group? Great, we had a good experience with them!
Just out of curiosity, how many SOAs do you prepare on a monthly basis? -- Great,
that's good.
Thankyou for sharing the information based on which I sense a great potential where
our firms can work together and stride. As we are already working with the software
this will help you to expand more efficiently and you need not to worry about
managing your admin task and all the related work. We do it for our clients so that
you can invest your time on core business activities and expand.
So, what I will do is I will arrange a zoom call or a phone meeting with my partnership
head and he will explain to you about the pricing, how further things work and so on.
Wondering ___how does your calendar look for this coming week? (Give the dates)
Also, this chat would be a 20-30 mins call & this will not be a no obligation call which
will help you understand how outsourcing can benefit you in various ways and add
value to your business.
Where are you based?
Well, we run a hybrid offshore model so we are a company based in Sydney.
However, we have a delivery team which is based in India just to make it
cost-effective for our clients.
If No (Not Exploring/Not Interested then ask) – Will you be exploring for the same
in the upcoming few months, so that we can connect later if there is any
requirement.
What we can do is I’ll send you an email for the same you can reach me out later if
things change!
(Just to let you know we are an ISO 27001 certified company that is top-notch
certification that a firm can have for security.) – for data security if they ask
