Cobalt Advisers. Dealer group: By Advisers. For Advisers.

What an incredible year it’s been! 🎉 - We've helped hundreds of financial advice clients achieve their goals at What If Advice + Accounting - We’ve had the pleasure of working closely with our 60 financial advisers to support their business growth at Cobalt Advisers. Dealer group: By Advisers. For Advisers. & Beryllium Advisers - By Advisers. For Advisers. - From hosting fun events like the Adviser Squid Games, Charity Poker, and The Amazing Race (yes, there was some hot sauce involved 😐) through The Adviser Games, it's been an action-packed year. The Adviser Games A huge thank you to everyone who’s been part of this journey—and a special shoutout to the ifa (Independent Financial Adviser) for nominating our businesses across 10 categories: What If Advice + Accounting 🏆 Holistic Adviser of the Year (QLD) for Luke Morris 🏆 Best Financial Advice Employer of the Year for 🏆 Self-Licensed Firm of the Year  🏆 Marketing Program of the Year The Adviser Games 🏆 Training and Education Partner of the Year  🏆 Innovator of the Year – Company Cobalt Advisers. Dealer group: By Advisers. For Advisers. 🏆 Dealer Executive of the Year for Benjamin James Collins 🏆 Innovator of the Year for Benjamin James Collins Beryllium Advisers - By Advisers. For Advisers. 🏆 Dealer Group Executive of the Year for Conaill Keniry  🏆 Dealer Group of the Year- Company

🚀 How to save 1000 hours in your advice process 🚀 Advisers!... One of the most common questions I get is around efficiency... so we decided to make this video on how we improved our advice process to save.. by our maths, about 1000 hours per adviser per year. In the video we go over 4 key steps we took: 🔹 1. Digitising Client Communication: Tools like Typeform, Calendly, and Loom can streamline interactions and cut down on unnecessary meetings. 🔹 2. Removing Bottlenecks & Roadblocks: Learn how to identify and overcome common hurdles that slow down your advice process, whether they're personal habits, process issues, or dealer group constraints. 🔹 3. Creating a System: Integrate your advice processes into a cohesive system with apps like Trello, Asana, and ClickUp. 🔹 4. Automating Tasks: Boost efficiency and consistency by automating routine tasks and processes. Even if you only implement one idea from this video, you could save significant time and improve your work-life balance. Small changes can lead to big results! 📹 Watch the full video here: https://lnkd.in/g9ugQDDz Feel free to reach out with any questions or insights #FinancialAdvice #BusinessEfficiency #ProductivityHacks #ClientCommunication #Automation #DigitalTransformation