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Viewing posts categorised under: Paraplanning

Remote working: 5 tips to keep your team productive and motivated

Sommer Walsh
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Leadership, paraplanning, Revolution Business & Efficiency Coaching, time management, TNT

With much uncertainty around the ever-evolving COVID-19 situation and new working requirements brought on by this, many businesses are moving into remote working to ensure everyone is kept safe and healthy. At TNT, we are well experienced at operating at a remote level, so thought we would share with you a few tips that can help keep your team productive and motivated.

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Working remotely – 5 tips for success

Sommer Walsh
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Leadership, paraplanning, Revolution Business & Efficiency Coaching, time management, TNT

One of the greatest challenges of working remotely is actually getting the work done. It seems that many people can’t even fathom the idea of working from home, or don’t think that it’s possible. It can definitely be a learning curve for many people, but it’s important to remember that with the right attitude from the start, anything can be made possible.

Here are the 5 best tips to make sure you are making the most out of working remotely, wherever that may be!

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7 Habits of Effectiveness

Sommer Walsh
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Leadership, paraplanning, Revolution Business & Efficiency Coaching, time management, TNT

“We are what we repeatedly do. Excellence, then, is not an act, but a habit”.

So were the wise words of Aristotle.

We all want to be truly effective, but how can we do this? Our habits express our character and produce or effectiveness, or perhaps our ineffectiveness. Habits however, like most things, can be learned or changed. Here we will look at seven habits of effectiveness as summarized in Stephen R Covey’s book “The 7 Habits of Highly Effective People”, which will take us through the stages of character development.

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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 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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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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