Tamara Morey There are few things in life I would claim to be an expert on. (Remembering numbers, a great chicken soup, reverse parking, Bananagrams.) But as the co-founder of a business that has been 100% remote since its inception in 2013, I do know a thing or two about flexible working and how to […]
Micromanagement is out – trust is in Read More »
Tamara Morey At the height of the GFC, I took on a role in a regional practice as a “paraplanner”. I was as green as they come and wasn’t entirely sure what, exactly, I would be planning. One of my first tasks was to call our margin loan clients and let them know they were
The paraplanner of the future Read More »
Tamara Morey A wise man once told me that the problem with the world today is that there is too much emotion and not enough data. Operating an advice practice always has, and always will be, a numbers game. Put more clients in the funnel to convert more new clients. Get clear on your cost
What is an adviser’s true capacity? Read More »
TNT Group took a poll of attending advisers at the recent FAAA Congress, asking them about what’s hindering them from producing more advice. The answer will likely come as no surprise: time.
That’s time to see more clients, time to get work done for existing clients and time to attract new clients. This is not new data and I’m sure many advisers are feeling this same pressure. But if we are all spending – more or less – a full working week committed to our craft, why are some advisers finding this harder than others?
Advisers just don’t have time Read More »