Our News Blog
What’s News
At What’s News by Paperwork Magic, our goal is to bring you fresh ideas, tips and tricks to help you get more out your professional life as well as keep your headspace clear. We know that providing financial advice isn’t without its challenges so we want to be the kind of business partner that supports your journey. We hope you enjoy the articles you find here and of course, if there’s an insight or topic you’d like us to explore, let us know through the Request Form.
What is SMSF Alliance
SMSF advisers seeking a reliable outsource service partner are confronted with a confusing array of choice. Which providers can be trusted to deliver on their promises and add real value to advisers' businesses and how do their services differ? The Principal of SMSF...
Working Smarter – Managing File Notes with Voice to Text
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 phone calls and...
Adding Value, it’s Service with a 🙂
Your clients expect you to reach out and connect to them. It’s an ideal opportunity to remind them how you can help and stay top-of-mind plus add value to their experience.
Understanding the Sharing Economy
The sharing economy is where an owner rents out something they aren’t using, such as a car, house, even kitchen appliances to a stranger. There’s no limit to what you can find in the sharing economy, and the prices tend to be lower as there’s limited infrastructure....
We Use Best Practice
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...
Great Workspaces = Productivity
Do you have a Love/Hate relationship with your Home Office? Your working environment can affect your mood and productivity. Working from a home office takes discipline, with so many opportunities to be distracted in your own hacienda. There’s cleaning, surfing the...
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