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Viewing posts categorised under: FUSE CRM

3 key trends we will see in 2019

Sommer Walsh
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AMP, FUSE CRM, HILLROSS, paraplanning, TNT

Australia is in for some big changes this year, and these changes will affect all sectors.

A recent article by Mark McCrindle noted some of the key social and demographic trends that we will see this year. Seismic shifts in Australia’s demographics will mean that Generations Y and beyond (Australians born since 1980) will become the largest proportion of the population.

Here are our key take-aways:

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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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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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Reassuring clients in the aftermath of the Royal Commission | Follow these 5 tips

admin
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AMP, FUSE CRM, HILLROSS, paraplanning, TNT

In the light of the Royal Commission findings TNT Advisor Solutions have been listening to many of you impacted as AMP licensees and we are consistently hearing the same concerns from many of you.

Here’s TNT’s 5 tips to supporting your practice in reassuring your clients:

  1. Get on the front foot
  2. Speak personally to your concerned clients and listen to their worries
  3. Be transparent and authentic
  4. Re-enforce that their relationship is with you
  5. Always remember you WILL weather the storm

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How do leading practices achieve their goals? Follow these 5 tips

admin
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AMP, FUSE CRM, HILLROSS, paraplanning, TNT

When it comes to setting goals and KPI’s, the sales side of a business is all too familiar with this process and is actually pretty good at it year after year. Let’s face it, most practices will have planner or practice targets they are working towards – but what about all the other areas of your practice? Paraplanning, Practice Management, Administration Support, Marketing, Lodgment – we often don’t measure the success in these areas which results in many Practice’s simply ignoring KPI’s and targets for these roles.

Question? Do you think all employees in your Practice are spending their time each day delivering in the most productive way? How can employee productivity be improved?

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