#Adviserlogic

[paraplanningservices]

Discover the top 5 financial planning software for advisors, including Xplan, AdviceOS, AdviserLogic, Platformplus, and Dash.

[virtualofficeangels]

HOW TO SAVE TIME WHILST GETTING MORE THINGS DONE

Time management, however, is easier said than done. For instance, only 20% of an average workday is spent on essential things, while 80% of it is spent on – you guessed it, time wasters. To solve this, it is best to identify the time wasters in your workday and find a solution to reduce them to get more things done.

It is also essential to know that there are ‘time wasters’ that are only applied to you. As the business owner, you play the most valuable role, so your time and skills must be spent wisely. This means your time is better off doing something most important, while you can allocate other repetitive or administrative tasks to a professional and highly skilled virtual assistant.

For example, suppose you are in the Australian mortgage and finance industry and working as a mortgage broker . In that case, it may be wise that you delegate and offload the time-consuming tasks to a highly skilled virtual assistant who has specific knowledge in helping you do your day-to-day tasks, such as data entry to broker’s CRM (Connective, Mercury, ApplyOnline, Podium, Symmetry, AdviserLogic, COIN, etc.), as well as knows how to communicate with clients, patiently wait in the long queue for the BDMs to answer the calls, conduct lender research, prepare servicing calculator, etc.

Here is a step-by-step guide on how to reduce or stop your business’s time wasters to get more things done:

Distinguish the common time wasters in your business

Off the top of your head, you probably know what these are. These are obvious time wasters in your business, such as daily meetings, internal emails and micromanaging your staff. According to research, about 40% of staff time is wasted on reading internal emails – that’s a lot. Do you really need to update your internal staff this way?

Another time waster, if you have staff to manage, is micromanaging employees. This is when you try to control every tiny detail of your business. You might be the person who asks for frequent updates or prefers to be cc’d on every email. Or maybe you focus too much on unimportant details. Micromanaging does more damage to your business as it discourages independent decision making by employees and leaves no room for creativity and initiative.

Point out the less-popular time wasters

These things make you less productive, but you often don’t notice. This could be sending emails back and forth, which can be solved by just picking up the phone and talking to that person. This could also be the ambiance of an office. Is your office too open that you hear every little thing that happens in it that you can’t focus on your work?

Another example is taking breaks, which is beneficial as it avoids the feeling of burnout and fatigue. However, it can also derail you from work. Another overlooked time waster is decision fatigue. This refers to exhaustion from making unimportant decisions that could affect making impactful decisions. This is the reason why Mark Zuckerberg wears the same shirt colour every day – this leads to fewer decisions he has to make in a day.

Gather data from your time wasters

This is the time to track the time you and your staff spent in the office. Although it might be impossible to track everything, there are software or apps that can help you, such as RescueTime, time-tracking software, and Toggl, project management software. Another way to get more information is to conduct an anonymous employee survey to determine which time waster is more impactful on their tasks.

Use Alternative Solutions to Stop Wasting Time

Once you’ve compiled the list of top time wasters, it’s time to examine them. You may want to ask yourself the following questions:

Is it possible to avoid or even stop this time waster? 

Social media are a distraction at work and can be avoided or even be stopped with a website blocker. You may also encourage your staff to use the Pomodoro Technique, in which one works non-stop for 25 minutes, followed by a 10-minute break.

Is it possible to reschedule?

An example is a weekly meeting. Could it be turned into a once-a-month meeting?

Is it better to delegate this specific task? 

There are essential tasks that are beneficial to the business which can be time consuming and frustrating but must be done. These are repetitive admin tasks and/or part of the entire process that can be delegated to a highly competent virtual assistant.

Conducting the above steps might take some time, but imagine the time you can save and be productive instead.

Only a Highly Skilled Virtual Assistant for Your Repetitive Tasks and Time Wasters

Whether you are an employee working for a large organisation, a business owner managing a medium/small company or a self-employed working from home, you can reduce time wasters and get more things done by leveraging and maximising the use of highly specialised and professional virtual assistants.

Like any other businesses or if you are in the Australian financial planning industry and working as a financial planner, you’ll need a highly experienced and tailored-fit virtual assistant who is knowledgeable in navigating software, such as XPlan, Zoho, WealthSolver and XTools (CALMS). These highly specialised virtual assistants also know how to manage SOAs, coordinate and speak with other insurer brokers, monitor review dates for insurance and even organise meetings and appointments, if needed.

Your ‘time wasters’ are better off done by a virtual assistant you can trust and rely on, a person who’s fit to your highly special and specific needs. And that’s where Virtual Office Angels comes in.

Why Work with Virtual Office Angels

Established in 2010, Virtual Office Angels P/L is a boutique Sydney-based VA outsourcing company that specialises solely in the recruitment and management of only highly skilled virtual assistants (VAs) from the Philippines. With our combined 45-year work experience in the Australian human resources and recruitment management industry, we can help you work less, earn more and grow your business faster in the most cost-effective manner. As one of our clients said, ‘Same quality, fraction of the costs.’ More importantly, we specialise in the search and matching of highly professional virtual assistants for your special needs who can minimise, if not eliminate, time wasters for you and your business.

Contact us for a free quote.

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Morningstar Announces Its Plans to Acquire AdviserLogic to Empower Investor Success | MarketCrypto.Co #finance #investment #technology #blockchain #bitcoin #cryptocurrency #crypto #blockchainnews #fintech #marketcrypto

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[thexcrypto]

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[topupdates]

SDE II: Client Solutions

SDE II: Client Solutions

AdviserLogic Software Pvt Ltd Location : Gurgaon HR IN Adviserlogic group is a Sydney, Australia headquartered fintech organization established in 2006 with a strong growth history in the financial advice industry…

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[himonomi1980]

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Sunday 03 November 2019 06:30 PM UTC-05

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[bt2018bt2018]

Productivity Tips & Hacks February 1, 2018 http://ift.tt/2BIidsZ

√ Add "Delete Table Row/Column" & "Create PDF" shortcuts to Microsoft Word-Quick Access Toolbar and share with the entire company/family & friends √ Include: "We hope you are satisfied with my service, if you have any feedback please email my manager at [managername]@company.com." in the first line of our email signatures in all companies. √ Press and hold: Ctrl + Shift + T to resurrect the accidentally closed internet browser tab. √ "Grammarly" app - Google Chrome Web Browser extension supports grammar and typo corrections in Gmail and documents. Redirect your mental energy from checking grammar into higher priority tasks such as strategic analysis. √ Doubled productivity by switching mouse speed to 100% max speed. √ Get people to prioritise on acting on your email by : Using this format for your email titles "Due DD/MM (e.g. 4/05) ►Urgent Request for Document on Mr John Doe◄" Press ALT + 1 + 6 for keyboard shortcut on right arrow triangle and ALT + 1 + 7 for left arrow triangle. Always include clients full name in email titles. #Apple #google #microsoft #banks #tech #office #email √ How to use keywords in Chrome address bar to quickly access bookmarks, search G Drive, Gmail and add events into G Calendar to save days off your lifespan for your family, friends, circle of influence & future generations √ Search Google Drive and Gmail; Add events to Google Calendar; Access bookmarks with a single keyword code directly from Google Chrome address bar (See my Articles) √ Open all web pages relating to one client in a single Chrome window > Bookmark all tabs into a folder > PC Shut down for the day or Boss change your urgent work task every 30 mins to a new client > Reopen bookmarks in saved folder with a single click √ Implement "SIGN HERE" stickers / "Please tick here" wording below checkboxes in PDF or as an Image file in all internal/external correspondence. √ Office located at floor level nearest to the ground floor. √ No Smoking Signs outside the front entrance of Office Building. √ Highlight Text and Type Over with new Text Entry instead of pressing Delete Key. √ Move Windows taskbar to the right-hand side so that you can view opened document names quickly (Right click on Taskbar > Properties > Taskbar Buttons > Never Combine). √ Remove "Type" and "Size" and turn on "Preview" & "Detailed" view in Windows Explorer folder. √ All employees contribute to Google Sheet on behaviours that represent company values. Winner rewarded weekly. √ Use "Ticks" as bullet points next to selling points. √ Use "Draft" email function to take quick notes √ Highlight template in red font, as you update each area with the correct data, turn those text to black fonts. This minimises errors due to distractions in the open plan office. √ Why not implement smiling headshot photo of self in email signature to instill a sense of ownership in everyone? Eliminate waiting for document to open by using Windows Explorer "File Preview" mode in any folder How to copy text from docs quickly? Highlight Sentence A, > CTRL >Highlight Sentence B, > CTRL >Highlight Sentence C = "COPY" + "Paste" at your desired location. Will management approve of adjusting the right hand side of google chrome internet browser address bar to hide app icons and eliminate clutter for the whole company and new joiners? √ How to compare different sections in the same document at the same time for error checking? Microsoft Words > View > New Window > Opens two window of the same doc. √ Hide Desktop Icons and set Desktop background as black. Primarily use Windows Explorer in List View to declutter from Icon View √ Eliminate purchasing physical calculators by training staff to use inbuilt Computer Calculator Software. √ Use LinkedIn profile to create immediate value for readers √ Use checklists for repetitive tasks. √ Eliminate "Hi" from "Hi XYZ" when sending internal emails. √ Gmail Multiple Inboxes feature to prioritise emails √ Watch videos for company training purposes at 1.25 speed. √ Start Emails with a positive note to include benefits to the recipient, solution and reason for action (problem) √ These tips may not be product or services that create $1 million dollar profits to one company but create $1 profits each to more than a billion people in the world. √ Set Computer calendar as two weeks view √ Tag emails without client names by forwarding email with added client first and last name to yourself = easy search later using client's names √ Seldom used stationary e.g. 1 x Scissor in the drawer located in central part of office reduced stationary expenses by >70%. Instead of buying 50 scissors for 50 staff, have one scissor for the lifespan of the company existence. Do you know you can search unique customer reference number or e.g. case or policy numbers in email / Gmail attachments for productivity? #Technology In windows 10, "windows" key + "tab" key to open multiple instances of desktop to manage your browsers & documents for different clients. We implemented "Task Type" in User Task Assignment Dashboard so the entire AdvisorLogic User Base could Effectively & Efficiently Prioritise their Tasks across the world until the Bankruptcy of AdvisorLogic at zero dollars to us. We identified opportunity to takeover servicing rights of our clients policies in their best interests. We identified need for team member to contact clients to follow up for implementation docs to increase Wealth Protection Plans inforce rates. Escalated insurance variation form error to First State Super and was fixed. Benefits for all form users nationwide for the next few years until the next form version. Escalated to AdvisorLogic to update default value from "Annual" to "Blank" for premium frequency in Insurance Details for Client Profile to significantly reduce data entry errors to benefit user base nationwide until bankruptcy of AdviserLogic. This has been revamped Started a rumour that staff that does not use company’s products, bank accounts and credit cards will not have salary increase or promotion. This led to numerous employees & management & their circle of influence buy into bank’s products generating significant profits at no benefits to myself. √ Share with the team via email: Internet Browser > Settings > On Start-Up > Continue where you left off. So when you close the browser, it will reopen the tabs on it √ Eliminate Management Overheads, Outsource Team and Back Office Staff by firing all of them and just earn referral fees from the respective accounting, banks and insurers. √ Read ebook from Amazon on Office Kaizen 1 & 2. √ Save $110 a year by unsubscribing from Microsoft Office and using Google docs and sheets for work & home. √ Save paper by printing 2 / 4 doc pages on 1 A4 paper √ Sick of waiting 30 mins and watching 4 full trams/buses/trains pass you during peak hours? Take the Public Transport in the opposite direction for a few stops > Cross the street/platform and board a non-crowded Transport. √ Afraid of transferring money to the wrong bank account? Transfer a small amount to the recipient bank account no. 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Double-Click on any of the items in the list in Task Manager to navigate to your tab. √ Company Wide Default Print Settings for Microsoft Office and Other Programs to Print Both Sides translates cost savings into your salary increase. √ Centralised Google Contacts containing email addresses and phone numbers of all stakeholders accessible by all Team Members. √ Gmail prompts you if you try to send an email with keyword "attached" but you forgot to attach your file. √ Archive all emails that do not require any action from you. This will eliminate grey boundaries and clutter from your Gmail leaving everything in your Gmail that requires you to act upon. √ Quickly locate client's email by searching Gmail using the client's email address rather than the first and last name of the client. √ Send an email to yourself akin to setting it as a task / to-do and label it. √ Move your most frequently used Chrome Browser Tab to the left-hand side of the browser window for efficiency. √ Populate a template document by turning repetitive words into a unique code and use "Find & Replace" to convert the code into the desired word. E.g code: clientfirstname1 is replaced by "John". √ Google Chrome theme 'Black & White' by Adam D (kirb) √ Single touch on screen button to lock IPhone. Settings > Accessibility > Assistive touch > delete all icons > set 1 custom icon to 'Lock' √ HP Classic Keyboard for one click: Cut, Copy or Paste. √ Office located at floor level nearest to the ground floor. √ No Smoking Signs outside the front entrance of Office Building. √ Move Windows taskbar to the right-hand side so that you can view opened document names quickly (Right click on Taskbar > Properties > Taskbar Buttons > Never Combine). √ Remove "Type" and "Size" and turn on "Preview" & "Detailed" view in Windows Explorer folder. √ All employees contribute to Google Sheet on behaviours that represent company values. Winner rewarded weekly. √ Why doesn't your management and employee reply/notify via email to task assigner that they have completed the task request assigned to them? √ Insurance Weekly Suspense Report need to have column "days in suspense" and first column sorted by "case app expiry date" √ Suggested to Insurers to revamp website interface for advisors to DIY download client's correspondence & Income Protection tax statements which improve productivity; cut costs to translate to management's bonus. √ Feature in the Insurance Adviser Self - Service Centre to select Advisor code > download Income Protection Tax Statements > Select Financial Year > click the download button. This will allow the advisor to download all the PDF tax statements in a zip file from Insurer's website. (The IP Tax Statements will be named with Policy no., Client First and Last Name, Financial Year and Document Name) Optional: Advisor could have an optional feature to download the IP FY16 figures in an Excel sheet with relevant details. 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This will save boss's time for searching for my email with the doc attachment. √ Embed cloud links of related docs into a single working doc to save multiple team members time in searching for the same docs again and again. Do it once, do it right, do it for the team. √ Type faster on your keyboard by focusing your line of sight only on the keys your are typing. Let autocorrect do the rest. Edit 2% when you are double checking. You will be 50% faster with 98% accuracy. √ Read Harvard Business Review archives for leisure & work √ Based on scientific research, we see the world based on positive associative memory. Given the success of APPLE, why don't we use similar font type akin to APPLE font type (based on multi-million dollar research) - e.g. Calibri / Helvetica Neue in docs/slides/sheets √ iPhone > settings > general > keyboard > text replacement > add phrase shortcuts for productivity > E.g. Email address: shortcut key "h" for phrase Holly64@gmail.com. Or enter shortcut keys for home addresses, commonly used words, phone numbers or hash tags Learnt about identifying business opportunities in all aspects of life & work Family business. Insurer's Business Development Manager to eliminate giving hard copies of contact sheet to Adviser's office. Instead use a single hard copy contact sheet to intro insurer's team during meeting. Delegate admin to email soft copy of contact sheet to adviser's office to eliminate time wasted from adviser's admin in copying 10 contacts from paper (data entry error risks) to adviser's office, Team based Google Sheet - Contacts. Save the trees & $$$$.

Productivity, Productivity - Office February 01, 2018 at 10:37PM