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:

• Otter.ai
• Google Keep
• Docusign
• SmallPDF
• WhatsApp
• Calendly
• QR Codes
• Dictate in Microsoft 365
• Voice Typing in Google Docs
• Microsoft Teams
• Zoom
• Loom

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