Paperwork Magic

Caught up with Tanya Woolnough at the FAAA's Friday session. A bit of brainstorming for you - there's a new outreach program to teach financial literacy in schools, run by Melissa Grimshaw. If you have a contact within a school to a Business services manager or principal in the Brisbane area, please share so a session can be organised.

Had a PD day with Sequoia, one of the most important takeaways was how to identify which prospects value their insurance. Like to know more, please reach out.

Outsourcing admin is a simple time and money question;
1. What’s your time worth
2. How long does it take you to write an SOA/ROA
When your time’s worth $250 an hour (or more) and it takes you 20 hours to write a complex SOA, you burn five thousand dollars and 20 hours of your time that you’ll never get back. Ever.
Time for you to;
a) connect with people you love
b) care for yourself
c) pursue interests
d) grow your business
How many more clients could you see in 20 hours?
Seeing 1 more client in 20 hours means you will make twice as much money, seeing 2 could triple your income. With time left over to do a, b and c. And more money to enjoy it.
Simple as that.

A pleasant afternoon listening to Shivani, at the AFA Spring Luncheon. Lovely to catch up with friends in fin services