Goals-based advice podcast

Right now, it feels as though the world is in a state of flux. Chances are, yourself and your team may feel the same. Advisers and their teams all over Australia are doing their best to adapt to working from home, something many of us have wanted to try, but have never had the time to sit down and work out the details. With a national lockdown on our hands, what better time than right now?

In this episode, we speak to Danielle Cornelissen and Michael Back. Danielle is the managing director of 5 Elk, an outsourcing service for financial services professionals who want to spend more time focussing on the bigger picture. Michael is the founder of Human to Human, a financial services consultancy firm who help advisers elevate their client’s experience and build a highly successful business. We discuss how to run your business smoothly from home, diving into  topics such as technology, hardware, processes and communication. 

This episode is all about adapting to change, and turning a challenging situation into a huge opportunity for your business. Danielle and Michael give us tonnes of practical tips we can all use to make working from home an amazing time of growth for ourselves and our teams. 

Resources:

To reach out to Danielle, please head to the 5 Elk website or contact via Linkedin. To reach out to Michael, please head to the Human to Human website or contact via Linkedin.

What You'll Learn From This Episode:

• How to make the most of the set up you have
• How to develop a solid routine and structure within your team remotely
• How to overcome the awkwardness of your first video meetings
• How to find the best apps for virtual meetings
• How to share ideas and teach concepts to your team and clients via instant video
• How to streamline the file notes process 
• How to separate personal from professional responsibilities at home
• How to integrate technology into the appointment booking process
• How to cut down on time spent on fact finds
• How to keep your clients reassured through tough times
• How working from home can bring us closer

About Our Guest:

Danielle Cornelissen is the managing director of 5 Elk, an outsourcing service for financial services professionals who want to spend more time focusing on the bigger picture of their business. Michael Back is the founder of Human to Human, a financial services consultancy firm who help advisers elevate their client’s experience and build a highly successful business. Danielle and Michael are working with financial services professionals to ensure a smooth transition into the world of remote work, offering tools and guidance to turn a challenging time into a great opportunity for your business. 

For more conversations with the thinkers and movers in the world of financial advice, go to Goals-Based Advice Podcast. You can also access more episodes on Apple Podcasts and Spotify. For updates, follow our Facebook page. 

If you have more questions, don't forget to reach out to me on LinkedIn and to send an email at jacqui@adviceintelligence.com.  

Thanks for tuning in!