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Advice Done Smarter – optimising smart tech for exponential growth

Advice Done Smarter – optimising smart tech for exponential growth

Charles Blake & Tim Reid
Charles Blake and Tim Reid
Charles Blake is Financial Adviser and Owner at Your Direction Financial, Tim Reid is Director of Optimised Financial Planning Solutions
Charles Blake & Tim Reid
Charles Blake and Tim Reid
Charles Blake is Financial Adviser and Owner at Your Direction Financial, Tim Reid is Director of Optimised Financial Planning Solutions

Advice Done Smarter – optimising smart tech for exponential growth

Charles Blake is the ‘Smart Tech Guy’ and Timothy Reid is the ‘Automations Guy’. Both have joined forces to help advisers drastically improve their personal productivity and business efficiency.

The goal of this session was to share the strategies and tips that (when implemented well) will give a 20%+ improvement in additional productivity by the end of this year. In other words, you’d be able to get back 5-6 hours for highly productive work every week.

Charles shared:

  • Tips to organise the ‘stuff’ that comes across your desk (a decision tree to do, delegate, delete)
  • Power tips for boosting personal productivity
  • Some of his favourite smart tech tools and how they work – Otter.ai, QR codes

Timothy shared:

  • A detailed automation flowchart to help you map out areas of your business you can automate
  • Extra tips and things to consider when looking to automate
  • How to make sure you’ve got the right people in the right seats, doing the right things

Apps mentioned in this session:

Check out the web event slides HERE

Join the Advice Done Smarter resource on XY for more updates on smart tech HERE

Connect with Charles Blake:

  • XY platform HERE
  • LinkedIn profile HERE

Connect with Timothy Reid

  • XY platform HERE
  • LinkedIn profile HERE

03/06/2021 ago

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Category:

Technology

Charles Blake is the ‘Smart Tech Guy’ and Timothy Reid is the ‘Automations Guy’. Both have joined forces to help advisers drastically improve their personal productivity and business efficiency.

The goal of this session was to share the strategies and tips that (when implemented well) will give a 20%+ improvement in additional productivity by the end of this year. In other words, you’d be able to get back 5-6 hours for highly productive work every week.

Charles shared:

  • Tips to organise the ‘stuff’ that comes across your desk (a decision tree to do, delegate, delete)
  • Power tips for boosting personal productivity
  • Some of his favourite smart tech tools and how they work – Otter.ai, QR codes

Timothy shared:

  • A detailed automation flowchart to help you map out areas of your business you can automate
  • Extra tips and things to consider when looking to automate
  • How to make sure you’ve got the right people in the right seats, doing the right things

Apps mentioned in this session:

Check out the web event slides HERE

Join the Advice Done Smarter resource on XY for more updates on smart tech HERE

Connect with Charles Blake:

  • XY platform HERE
  • LinkedIn profile HERE

Connect with Timothy Reid

  • XY platform HERE
  • LinkedIn profile HERE