5 signs it’s time to outsource your admin

Stephen Sloane, Managing Director, Levera Solutions - August 19, 2025

You’re not meant to do it all. Here’s how to tell when the workload’s holding your business back. 

If you’re running a financial advice practice, there’s a good chance you didn’t start your business to chase paperwork, reschedule meetings, or spend your evenings buried in forms. 


But somewhere along the way, the admin started to pile up. Suddenly you’re juggling SOAs, client emails, data entry, CRM updates, compliance logs, follow-ups and 17 other things that aren’t technically “your job” but still need to be done. 


And it’s exhausting. 


We get it. Admin work is important. But it shouldn’t come at the cost of your time, your energy, or your ability to grow. If the back office is becoming a bottleneck, it might be time to make a change. 

Here are 5 clear signs you’ve outgrown doing it all yourself and how outsourcing the right support could take the pressure off (without giving up control). 


We work with you to come up with the very best solutions for your challenges!

01

You’re always working “after hours”

Your day ends… and then the real work begins. Sound familiar? 


If you’re logging in after dinner, catching up on admin on Sundays, or replying to emails well past 10pm, something’s not working. Sure, late nights happen now and then, but if it’s become your default, that’s a red flag. 

Outsourcing can give you back your nights and weekends. Imagine logging off at 5pm, knowing your assistant is processing forms, booking appointments, updating your CRM and clearing the admin deck in the background. That’s the kind of support that changes your quality of life. 

02

Client experience is starting to slip

You’re still doing your best… but turnaround times are slower, follow-ups are patchy and onboarding new clients takes way longer than it should. You might be holding it together on the outside, but behind the scenes it feels like duct tape and chaos. 


When you’re stretched too thin, it doesn’t just impact you, it starts affecting your clients. And that’s where the risk starts to grow.   

Outsourced admin support helps you keep the wheels turning without dropping the ball. With the right systems in place, your clients get faster responses, clearer comms and a more professional experience, even when your calendar is packed. 

03

You’re doing work someone else could (and should) be doing 

Be honest, how much of your day is spent doing work that doesn’t actually need you

We’re talking about: 

  • Chasing signatures 
  • Booking meetings 
  • Manually entering data into CRM System
  • Following up on missing client info 
  • Sorting through messy inboxes 


All of these things matter, but none of them require your skillset, qualifications, or experience. When you’re bogged down in tasks that a capable assistant could do, you’re not leading your business. You’re just running in circles. 


Outsourcing frees you up to focus on the work you wanted to be doing along giving advice, building relationships, thinking strategically and driving the business forward. 

04

You’ve hit a ceiling, and growth feels risky 

You want to take on more clients. You’ve got the demand. You know there’s room to grow. 

But every time you think about scaling, you start panicking about the admin load that comes with it.


More clients means more SOAs, more review meetings, more follow-up, more everything, and you’re already stretched thin. 

That’s not a growth plan. That’s a recipe for burnout. 


The right support team can help you scale sustainably, by giving you back hours each week and setting up repeatable systems to manage the load. You don’t need to hire a full-time employee. You just need someone reliable to take the pressure off. 


05

You’ve hired internally… but it’s still not enough 

Maybe you already have a team, a part-time admin, a client services officer, or even an in-house marketing coordinator. 


But the work is still piling up. Your staff are maxed. You’re doing overflow work. Or you’ve realised your team is better at some things than others and not everything’s getting done to the standard you want. 


This is where outsourced support becomes a smart next step. It’s not about replacing your team. It’s about reinforcing them, giving them room to focus on what they do best while delegating the rest. 


With the right partner, you can plug specific gaps (like marketing, document prep, client onboarding, or admin overflow) without the cost or commitment of another full-time hire. 


Ready to breathe again?

Let’s chat, no pressure, just a quick intro call to explore what kind of support would work best for your business.

By Stephen Sloane, Managing Director, Levera Solutions - October 30, 2025 October 30, 2025
This 3-step system shows you how to simplify and scale with confidence
By Stephen Sloane, Managing Director, Levera Solutions - October 15, 2025 October 15, 2025
But in reality, most advice firms hesitate. And for good reason. It is hard to know what is safe to delegate, what is risky to let go of, and how to make sure the quality holds up when someone else is doing the work. At Levera, we have helped dozens of advice practices set up smarter systems and scale with the right support. And the firms that get the most value from outsourcing all have one thing in common. They start with the right things. Not everything. Not the hardest jobs. Just the pieces that create the biggest impact with the least disruption. It is not about offloading your to-do list overnight. It is about creating space in your week without losing control of your business. The best place to start is with repeatable, process-driven tasks. The kind of work that happens the same way every time. Things like preparing review packs, entering data, formatting advice documents, sending follow-ups, or updating Xplan. These are the jobs that pile up fast. They do not require deep thinking, but they do require time and consistency.
By Stephen Sloane, Managing Director, Levera Solutions - October 6, 2025 October 6, 2025
What goes wrong (and how to avoid it) when advisers hire help too late or without structure
By Stephen Sloane, Managing Director, Levera Solutions - September 18, 2025 September 18, 2025
Because "post and hope" is not a strategy"
Glass building representing transparency and growth, symbolizing how advisers can delegate
By Stephen Sloane, Managing Director, Levera Solutions - September 4, 2025 September 4, 2025
Think outsourcing means losing control? Discover the truth behind adviser myths and learn how smart delegation helps you scale with clarity and confidence.
By Stephen Sloane, Managing Director, Levera Solutions - August 19, 2025 August 19, 2025
How to scale efficiently without compromising service quality.
By Stephen Sloane, Managing Director, Levera Solutions - August 19, 2025 August 19, 2025
STEPHEN SLOANE