‘You can think of us as your financial plan ghostwriter. Once the advisor gathers the client's data, Spire will review it, input the data into eMoney, make sure it's accurate, produce the plan reports. And that can save an immense amount of time.” — Eric Sawyer

With Spire Outsourcing, an offering powered by Cambridge, we make preparing and delivering financial plans easier than ever – saving financial professionals hours of valuable time. In Episode 120: Exploring Spire Outsourcing, Eric Sawyer, president of Spire Outsourcing, joins hosts Val Vest and Jeff Wick to share insight into where the idea for Spire Outsourcing came from and how it can be best leveraged by financial professionals. He also walks listeners through the thought process behind building the program and the benefits he’s seen as president. Don’t miss this episode of Let’s Talk to learn more about Spire Outsourcing, how to get started with the program, and why it might be a good fit for your business and clients.

Join Jeff, Val, and Eric to learn:

• What is Spire Outsourcing
• How it can benefit your business
• How to best leverage the program to serve your clients’ needs

For more information on Spire Outsourcing, click here!