Nod in Sydney, Australia | Financial service

Nod

Locality: Sydney, Australia

Phone: +61 488 117 487

Address: Level 8, 11 York St 2000 Sydney, NSW, Australia

Website: http://noddocs.com

Likes: 908

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25.01.2022 Great advice has the ability to change the trajectory of a person's life for the better. Financial planning can be the most rewarding of professions. We need to build that pipeline of adviser talent. It starts with improving the experience of financial planning teams at work! #documentautomation #advicetech #regtech #futureofwork #financialplanning #financialadvice

24.01.2022 Conrad Francis talks to us about advising athletes on transition to life after professional sport, about building a financial planning practice focussed on authentic advice, and about developing his people. #financialplanning #financialadvice #regtech #greatadvice

18.01.2022 How to Nod: Create a list Lists are a great way to create clarity in your documents. Remove lengthy paragraphs by creating a list instead. Your readers will prefer it and with this quick guide you'll be making lists in no time. #wealthtech #wealthmanagement #wealthcreation #wealthplanning #advisoryservices #advisors #fintech #financialplanning #financialadvice #advicetech #regtech

17.01.2022 How to Nod! In this post we talk about the magic of document template construction. Typically, creating and managing document templates has been a time-consuming and costly exercise that requires a high level of technical expertise. Not any more! Check out our drag-and-drop template creation experience. #documenttemplates #documents #documentautomation #compliance #regtech #advicetech #financialplanning #financialadvice #efficiency

16.01.2022 How to Nod: Create a Rule. Rules are the feature that allows you to automate a document in Nod. They create efficiencies for practices and allow head office to standardise compliance processes and document standards. #financialplanning #financialadvice #regtech #fintech #legaltech #advicetech

16.01.2022 How to Nod: Create a Content Asset Content Assets are the building blocks of every document and document template produced and managed in the Nod document automation and compliance platform. This post and video show you how to create, edit and format your content assets for maximum efficiency. #documents #financialplanning #regtech #financialadvice #documentmanagement #tech

14.01.2022 As a company building a fully remote team, this is a really interesting article and broadly reflects our experience so far. What do you think about the future of work? Have you changed your opinion on the flexibility you provide your team post-COVID 19?

14.01.2022 I Heart Paraplanners!!!! This is the t-shirt every financial planner should be working around the office in. For a paraplanner to do their best work (and feel effing fantastic doing it) there are a few things you can do to make their job easier.... #paraplanning #paraplanner #financialplanning #financialadvice #regtech #documentautomation #statementofadvice #collaboration #teamwork #financialadvisers https://www.noddocs.com//top-5-tips-for-improving-adviser-

13.01.2022 Nod rules. But don’t take our word for it... Hear what Cameron Teague from CT Wealth has to say about the impact Nod has had in the 2 years since it was implemented... Check it out. ... https://youtu.be/sV4QGCobLJ8

12.01.2022 Legal ops. Everyone’s talking about it... But what is it and why is it the phrase on the tip of everybody’s tongue right now? Find out in our latest blog post here: https://www.noddocs.com//what-is-legal-ops-and-why-should-

12.01.2022 Is your writing clear and concise? Making a commitment to improve your writing can improve conversations, nurture better client interactions and advance your career... But what actually makes writing good? We tend to take well written documents for granted, until we encounter a real doozy... Maybe the doozy documents are your doing and you’ve always assumed your clients either don’t notice or just don’t care.... Trust us they actually do. Get to the point with a few tips from our resident wordnerd and start delivering the clear and concise writing your clients expect : https://www.noddocs.com//how-to-write-clearly-and-concisely

09.01.2022 "The average advice practice spends about 200 FTE days a year on documentation. That is a scary number". Listen to Nod CEO Joel Robbie speak about reducing time on advice documentation at the Netwealth 2020 AdviceTech Supplier Demo series. https://buff.ly/3clENv9

09.01.2022 Some numbers from the #USA but we should be in no doubt about the value of professional advice in 2020. Lot's of people out there dealing with the most complex of circumstances. #givemoreadvice

08.01.2022 If patience is a virtue, you’ve got to admit the opportunities to exercise it have grown decidedly slim... Think about it... Some of us spent the better part of 2020 cooped up at home but the expectation that what we want was still just one click away wasn’t diminished in the least. Click and find. Click and know. Click and buy. That’s how we roll. Whether it’s instant messaging or instant coffee, when we want something, we want it now. Why should your document creation proc...ess be any different? News flash - it shouldn’t. Using automation software like Nod, boosts productivity & profitability by reducing document creation times up to 80%.... Jackpot. Here’s what you need to know: https://www.noddocs.com//increase-productivity-boost-profi

06.01.2022 This week we sat down with Kate Fellows from the Professional Paraplanner to talk about the Statement of Advice. Kate gives you 5 tips for how to write a great one! #financialplanning #financialadvice #regtech #fintech #finserv #statementofadvice #compliance

04.01.2022 Record of Advice or Statement of Advice? Hello murky waters With no clearcut, black and white explanation directing when to do what, we asked Financial Planning Expert, Kate Fellows for a few guidelines to getting it right READ THEM HERE: https://www.noddocs.com//to-roa-or-soa-that-is-the-questio

04.01.2022 How to Nod: Connecting to the Iress XPLAN API. Reduce double handling of data by pulling client information directly into your documents. This guide shows you how easy it is to set up the connection in 4 simple steps. #financialplanning #advicetech #superannuation #finserv #financialadvice #fintech #regtech #wealth #paraplanner #compliance #wealthmanagement #investing #advice

03.01.2022 There is nothing we love to support more than experts giving great advice. Really nice to see consumer sentiment on financial planning rising! #covid19 #financialplanning #financialadvice #retirementplanning #wealth #superannuation #advice

03.01.2022 What actually makes a great document? It’s worth some thought. A few questionable choices in the styling department and your Statement of Advice can resemble a medieval papyrus or a bad kid's activity book. The struggle is real. Let us save you some time.... HAVE A READ: https://www.noddocs.com/blog/what-makes-a-great-document You can thank us later