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 | Jul 17, 2018 | Uncategorized
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...
by Allison Hays | Apr 11, 2018 | Uncategorized
I had a great idea to present to my manager, we were meeting at 4pm and I could tell, even before I pitched it, the care factor was zero. It was like the Out of Office message had already gone up for the start of holidays. If you ever feel that good ideas have gone to...
