by Allison Hays | Aug 1, 2019 | Best practice
Recently, I decided to have a look and see what new ways I could find to increase my productivity by finding new software and creating alerts. I was prompted to explore by the recent rise in emails that have come to my inbox that have no address on them. Intrigued by...
by Allison Hays | May 9, 2019 | Best practice
We all know the phrase, it only takes 1 bad apple to spoil the bunch and the few that were in the adviser barrel have certainly changed the Financial Services space. Trust is in short supply with some of the heroes in advice having been shown to be less than...
by Allison Hays | Dec 12, 2018 | Best practice
The Chinese say, “the faintest ink is better than the best memory.” As every financial services business knows, file notes are everything. They provide the information that proves you know your client, forms the basis for recommendations, and documents...
by Allison Hays | Oct 3, 2018 | Best practice, Financial planner, Paraplanning
A client has come in with a single need- maybe it’s income protection, you write it, wrap up the business and 12 months on, they renew and you review. It’s a perfect opportunity to do a few really important actions. Cementing the relationship with the client. Ask them...
by Allison Hays | Aug 12, 2018 | Best practice, Financial planner, Paraplanning
Best Practice is a process or procedure that is accepted as being the correct or most effective way to do something. Whether it’s delivering a great client experience or washing dishes, there is a “best” way to do most everything. Best practice is for everyone and it...
