“As soon as I spoke to Wingman, I knew that these guys, they’re solving a very specific problem and I have that very specific problem.”
Success Story
MEET JOE IEZZI - DIRECTOR OF DELTA WEALTH
Through his partnership with Wingman, Joe optimises his business operations, emphasising the expansion of his network and improvement of client connections.
This strategic alliance empowers him to concentrate on critical financial planning initiatives, while Wingman’s Remote Professionals efficiently manage administrative responsibilities, ensuring seamless workflow and enhanced productivity.
ABOUT JOE
Joe is a Managing Director with extensive expertise in law, business, and finance, leads Delta Wealth, a brokerage firm committed to holistic lending solutions and proactive financial management. His background in commercial banking shapes Delta Wealth’s ethos, focusing on fostering enduring client relationships and unlocking long-term wealth building opportunities beyond securing the best interest rates.
HOW JOE USES WINGMAN
With Wingman’s assistance, Joe enjoys streamlined operations, freeing him from payroll concerns and administrative burdens while benefiting from a dependable team member.
HIS RESULTS
Since integrating Wingman into his mortgage-broking business, Joe has experienced a significant increase in productivity and efficiency, allowing him to focus more on expanding his referral network and engaging with clients. With Wingman’s reliable support handling administrative tasks seamlessly, Joe enjoys peace of mind and streamlined operations, freeing up valuable time for strategic business growth.
MEET JOE
Introducing Joe Iezzi, a dynamic figure in the mortgage sector, whose ascent exemplifies innovation and client-centricity. Through a dedicated focus on customized mortgage solutions, Joe has transformed his strategy by teaming up with Wingman, streamlining administrative burdens to prioritise network expansion.
“It frees up a lot of my time to enable me to focus on growing my referral partner network, being in front of clients, doing marketing, all sorts of things like that, where kind of, you know, I need to be present.”
By delegating time-consuming tasks to his Wingman remote professional, he confidently starts each day, assured that he will receive the necessary assistance for his business operations.
“It’s all taken care of from Wingman, so it makes it super easy for me from an admin point of view. I literally just roll in every day and know that Maurice is going to be there and don’t have to think about anything else outside of it.”
Given access to exceptional and skilled remote professionals, Joe maximised his investment by leveraging an RP capable of handling a multitude of tasks efficiently.
“She can be literally doing anything from helping me out with simple administrative tasks, helping out with my calendar and my own organization… all the way through to reviewing the information that’s provided to her from clients.”
Not only that, through his partnership with Wingman, he effectively alleviated the burden of human resources tasks associated with hiring a direct remote professional, streamlining his operations for enhanced efficiency.
“It’s like having a staff member in your team but without having to worry about payroll or about annual leave or anything like that.”
That’s why he enthusiastically endorses Wingman to fellow business professionals seeking assistance with their administrative tasks, alleviating the need to manage human resources tasks associated with recruiting new employees.
“My experience has been fantastic. I highly recommend it.”
