Real businesses.
Real results.

The Situation

An experienced Independent Financial Adviser left a large established practice to set up on his own. He had the clients, the expertise, and the ambition. What he did not have was the time or resource to handle the volume of administrative work required to get a regulated financial services business off the ground while simultaneously serving clients.

The Challenge

The setup work was substantial: migrating client data into a new CRM, building a suite of agreements and contracts from scratch, and novating his existing client relationships across from his former practice — a legally precise process that requires careful documentation and follow-through on every single case. Doing it himself would have consumed weeks of time he needed to spend on revenue-generating activity.

What We Did

Outsource Squad placed a VA with him within days of his initial call. Over two months, the VA handled the full CRM data migration, produced and managed the new client agreements and contracts, and worked through the client novation process case by case — tracking progress, chasing outstanding responses, and keeping everything moving.

The Outcome

By the end of month two he was fully operational and trading independently. Every client had been properly novated. His systems were in place. He had spent those two months doing what an IFA should be doing — advising clients and building his practice — rather than drowning in paperwork.

The Situation

A globally renowned author and professional keynote speaker had built an exceptional reputation on stage and in print. Behind the scenes, the infrastructure to support that profile simply did not exist. No VA experience. No systems. No social media process. Speaking opportunities were being missed not through lack of demand, but through lack of follow-through.

The Challenge

The speaker had never worked with a VA before and was understandably cautious about handing work to someone outside his immediate circle. The challenge was not just finding the right person — it was building the processes, briefing documents, and working rhythms that would allow a VA to operate effectively in a high-profile, reputation-sensitive environment from day one.

What We Did

Outsource Squad matched him with a VA suited to a fast-paced, content-driven brief. The engagement started with process design — building the operating playbook that would allow the VA to work independently across multiple workstreams. From there, the VA took on social media management, built and managed an outreach process for new speaking opportunities, and handled the ongoing admin around bookings, correspondence, and scheduling.

The Outcome

Within weeks the infrastructure was in place and operating. Social media moved from ad hoc to consistent and on-brand. Speaking enquiries were being followed up systematically rather than falling through the gaps. The speaker could focus entirely on the work that commands his fees — writing, preparing, and delivering — rather than the business development and admin that surrounds it.