It's 2020, and while I was hoping for a little more hoverboarding aka Marty McFly, a little less pandemic, on the upside technology like Zoom is meaning that I am having a whole lot more fun! Speaking with clients about their dreams and aspirations, helping them run their lending better, and supporting them to plan for the future is actually really cool, and quite the honour and privilege!
Yesterday, I had a post settlement meeting with Connie, one of my favourite clients (oh, who am I kidding, I have soooo many favourites!) for a post refinance review. We wanted to make sure that Connie and Patrick have all their banking lined up as we are expecting and have planned, renaming and customising, to ensure that their transition to Macquarie runs as smoothly as possible, and they start achieving the outcomes we set out to achieve, as quickly as possible.
What was great about this, is that Connie was at home, as was I.... both working from home now, no travel time was required, nor syncing of other activities to make sure we were in the same place at the same time, and it was fun!
And while I would still like to be able to arrive to meetings on my hoverboard, Zoom is not a bad alternative at all, and, there is no risk that I might fall off!
Want to check in, see if we can run things a little better for you?
Celebrating Our Achievements, Lessons Learned and Looking Forward at Get Smart Financial Solutions
This week Get Smart was privileged and honoured to be recognised as a Platinum Achiever in the industry, and we spent the week in Ho Chi Minh City getting to know lots of other industry professionals.
We spent time sharing ideas, insights and inspirations, but also mixing with those that understand what it takes, and the sense of reward when your clients to achieve what they seek to, with the help of our experience, expertise and knowledge guiding and propelling them not only faster to their financial goals, but bigger than they dreamed possible.
Lessons for the week?
While professionally stepping outside of the square is never a question, personally it has also been a massive learning curve and opportunity for growth.
That time removed provides opportunity to step back and give greater thought and clarity to our direction, and start forward planning rather than getting bogged down in micromanagement.
Get Smart is kicking some serious goals, and it is due to the passion and drive we have for what we do, and for the vision we have for our clients.
I am my own worst critic, but perhaps I should cut myself a little slack... Perhaps while I will always set the bar pretty high, perhaps be a work in progress.... an evolution...
I achieve being nicer to myself and a greater sense of balance when I have had more sleep... (who would have known!)
That this time next year, I will look back and be proud of what I and my clients have achieved...
What have you learnt this week?
Rachael Bland – Founder & CEO