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Viewing posts categorised under: AMP Paraplanning

5 things you should GIVE UP to be successful?

Sommer Walsh
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AMP Paraplanning, Leadership, paraplanning, Revolution Business & Efficiency Coaching

One in one out. We all work hard to improve ourselves, learn more, juggle family and catch up, and we keep adding more and more to our plate and then we wonder why we are drained, exhausted and working ourselves to the bone with little reward or ‘real’ enjoyment in these moments.

How often do you feel or hear yourself say “but I am working so hard” and in the changing conditions the level of stress and challenges for us all is only getting more complex.

Perhaps ….. it’s time we gave things up?  

Here are TNT’s 5 tips on what to give up if you want to be successful.

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5 steps to engage the perfect outsourcing partner for your business

Sommer Walsh
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AMP Paraplanning, FUSE CRM, paraplanning, Revolution Business & Efficiency Coaching

Any business engaging with an outsourcing provider should always partner with a business that can be an extension to their existing team – one team operating aligned to your company values.

Once you have determined that you want to outsource, choosing the right partner is the crucial second half of the equation.

So, to help you, we have prepared 5 critical steps including questions to ask a potential outsourcing provider:

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5 tips to a brilliant paraplanning experience

Sommer Walsh
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AMP, AMP Paraplanning, paraplanning, TNT

For planners and practices, productivity is key to success; less time spent writing SOA documents and more time spent with clients and prospects is the best way to grow your business.

Outsourcing your paraplanning needs is a great way to free up your time so you can focus on managing your clients without having the expense and obligations of employing permanent paraplanners. TNT Paraplanning is an extension of your existing team.

Follow these 5 tips to achieve a brilliant paraplanning experience with TNT:

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Mastering Time Management

Sommer Walsh
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AMP, AMP Paraplanning, FUSE CRM, HILLROSS, paraplanning, Revolution Business & Efficiency Coaching, time management, TNT

Research suggests that in an eight hour day, the average worker is only productive for two hours and fifty three minutes. So, we’re only productive for about three hours a day. Huh? By all means we are definitely committed, hard working with the best of intentions, and we’re definitely not lazy (well, not most of the time). So why?

Lack of productivity is primarily due to the many factors that interrupt ‘our’ day, and we often make the excuse that these interruptions are out of our control. But are they?

We know you can do ANYTHING but can you do EVERYTHING? – Follow these 5 tips to mastering time management:

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