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dela.dzadey's avatar
dela.dzadey
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7 months ago

AMA: We’re Dela Dzadey and Lana Graham, paraplanning and Xtools experts, Ask Us Anything!

Got a burning question? Join us here on Wednesday 22nd May from 2pm to 2:30pm. For those who don’t know us, I’m Dela Dzadey, director and advice manager at TNT Group, helping bridge the efficiency ...
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primrose.foster's avatar
primrose.foster
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dela.dzadeyI know you are very focused on boosting efficiency. What are some strategies or tips you have recently implemented that have helped move the dial? 

dela.dzadey's avatar
dela.dzadey
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6 months ago

Thanks primrose.foster. We find that this time of year is especially hectic for our industry. Everyone is feeling the pressure and things can start to fall through the cracks. Putting in place clear and simple processes within your practice (and also individually) during the slower periods, means that there is less pressure and confusion when things are busier. I realise this doesn't help anyone now that things are busy, so if you are finding things start to fall apart, use checklists! They should be short, simple and clear for anyone who needs to use them.

  • primrose.foster's avatar
    primrose.foster
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    6 months ago

    Thanks dela.dzadey , this is a good reminder to get your processes in check in those periods of downtime so you are less stressed when everything ramps up! I love a to-do list as well - keeps me on top of my workload when there are lots of moving parts. 

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