Session Description

In this session, Ashley Pattinson, a four-year MDRT member with one Court of the Table and three Top of the Table honors, will discuss simple steps to take control of your time. He will show you how to plan for the year ahead and publish your annual planner by November each year. Pattinson will cover how to unlock the time-saving functions built into email software and how to set rules that allow your email account to automatically categorize traffic. He’ll also discuss the journey from hiring your first employee through sending your work to an external service provider. This will help you create processes to ensure consistent quality and measurable predictable outcomes — enhancing the client experience, compliance and profits.

Biography

Ashley Ronald Pattinson, ADFP, is a four-year MDRT member with one Court of the Table and two Top of the Table honors. His business is responsible for more than USD 200 million assets under management, and USD 7 million in-force premium. In 2015, he was a semifinalist in the Association of Financial Advisors’ Advisor of The Year award. He is also cofounder and director of GoodSource Business Services Inc., an outsourcing business in the Philippines. Pattinson is studying towards a master’s in applied finance and volunteers on the MCC as State Chair for MDRT New South Wales and in various PGA roles.

Pattinson Financial Services
2, 11-13 Brookhollow Avenue
Baulkham Hills, NSW 2153 Australia

Email: ashley@pattinsonfs.com.au treshca@pattinsonfs.com.au
Phone: +61 2 88506888
Website: www.pattinsonfs.com