TNT Blog

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 […]

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

Dela Dzadey If you’ve been reading the headlines over the past 18 months – from QAR reforms to AI advancements – you might get the impression that it’s all doom and gloom for the future of paraplanning. For example, you probably heard that advice document lengths were going to be significantly reduced and could soon

Dela Dzadey There’s a lot that goes into what was once quite a straightforward adviser-client relationship – booking client appointments, ongoing fee arrangements, research, advice creation and file completion, to name a few. It’s nearly impossible for an adviser to handle all of these tasks by themselves, which is why many of them are struggling

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

Dela Dzadey There is one thing I can say for sure: if an adviser doesn’t have trust in their support team, their efficiency levels will drop.   In my 13 years in the industry, I have worked in varying roles across different practices and licenses, and there is one thing I can say for sure:

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?