Patrick Flynn

Advice Innovator, helping advisers do more. Innovation, efficiency, tools/tech, financial advice, and bad jokes.

[Patrick Flynn @PatrickFlynnFP]

This entertaining summary of lawyers using ChatGPT to inform a legal submission highlights one thing.

Do you think your field operates consistently better than lawyers? If not, some moron is probably doing it already.

https://t.co/hBpIwquHK3

[Patrick Flynn @PatrickFlynnFP]

Elevate Your financial advice firm: The power of mastering your niche 🚀

Are you casting a wide net and missing your mark? It's time to specialise! 🎯

Ready to make a profound impact? Check out the handy tips and insights below. 🔍
https://t.co/6f4YQ822rK

[Patrick Flynn @PatrickFlynnFP]

📚 Do you find yourself saying "sorry" too often? 🙇‍♀️🙇‍♂️

Inspired by an insightful TED post shared by my employee, Jacqueline Barton, we delved into the significance of expressing ourselves confidently. 💪

We believe this advice can benefit others too. ☺️
https://t.co/wIzd2OOoZk

[Patrick Flynn @PatrickFlynnFP]

@BuderimStream Love this! Di really looks ready to take out the trash! Look out!

[Patrick Flynn @PatrickFlynnFP]

Do you find yourself saying "sorry" too of‍ten>

Inspired by an insightful TED post shared by my Operations Manager, Jacqueline Barton, we delved into the significance of expressing ourselves confidently. 💪

We believe this advice can benefit others too.
https://t.co/wIzd2OOoZk

[Patrick Flynn @PatrickFlynnFP]

🧀 Ever wondered how the Swiss Cheese Model can transform your financial advice process?

💡 Wonder no more! In my article, I slice through the complexities of risk management and client experience enhancement, layer by layer.
https://t.co/zRPJOLrQ7W

[Patrick Flynn @PatrickFlynnFP]

A little gem from one of our amazing clients...

"I am so glad I have you in my life. Thank you!!" 🌟

Ask yourself – 𝘋𝘰 𝘺𝘰𝘶𝘳 𝘤𝘭𝘪𝘦𝘯𝘵𝘴 𝘧𝘦𝘦𝘭 𝘵𝘩𝘪𝘴 𝘸𝘢𝘺 𝘢𝘣𝘰𝘶𝘵 𝘺𝘰𝘶𝘳 𝘸𝘰𝘳𝘬? 🤔

Seek out clients who value your contribution as much as you value theirs.

[Patrick Flynn @PatrickFlynnFP]

Have been in love with Asana for a long time, and this is a very exciting development!

[Anthropic @AnthropicAI]

Work management company @Asana is using Claude’s industry-leading long context window and reduced hallucination rates to power Asana Intelligence - giving customers new and faster ways to create comprehensive status updates, gather timely insights to hit goals, and more.

[OpenAI @OpenAI]

Introducing ChatGPT Team: A new plan for teams of all sizes with access to advanced models and tools, business-grade data privacy & security, and the ability to create and share custom GPTs.

Upgrade from your ChatGPT account.
https://t.co/GKbuWFEaBo

[Patrick Flynn @PatrickFlynnFP]

Ho-ho-ho! Merry Christmas from the elves at Simply Kaizen! Today, we swap spreadsheets for Santa hats and process reviews for pavlova! 🎄 🎁

Wishing you all a day filled with laughter, good cheer, and a Christmas miracle or two! 🌟

#merrychristmas #holiday #cheer

[Patrick Flynn @PatrickFlynnFP]

🤔 Struggling with delegation in your professional services? Discover key strategies to enhance your team's efficiency and client relationships.

Join me in exploring how smart delegation transforms challenges into opportunities for growth and innovation.
https://t.co/uwsStWVXBW

[Patrick Flynn @PatrickFlynnFP]

🌐 Discover the thoughtful features and user-friendly tools we embedded in our recent launch of Denaro Link's new website, designed to assist retirees with their financial planning needs.

Anthony Tripodi reflects, "Very happy. Awesome job on the website."
https://t.co/ydteO71Om2

[Patrick Flynn @PatrickFlynnFP]

Your website’s security is non-negotiable. Ensure you have these measures in place.

✅ Robust Password Policy
🌎 CMS Vigilance
💾 Offsite Backups
🔒 SSL Certificates
⚠️ Continuous Vigilance

[Patrick Flynn @PatrickFlynnFP]

Did you know that you can set up a Google Alert to track your brand, track yourself, track a critical supplier, and more? 🚨

Learn all about it here: https://t.co/g2x2aFE8hb

#BrandManagement #GoogleAlerts #FinancialAdvisers #BusinessIntelligence #RiskManagement

[Patrick Flynn @PatrickFlynnFP]

Delve into the essentials of client portal integration for financial advisers with my latest article.

Uncover strategic considerations, common pitfalls, and a roadmap to enhance client interaction and operational efficiency in your financial advice firm.
https://t.co/FTrX3HJUFh

[Patrick Flynn @PatrickFlynnFP]

In 2023, email signatures asking the recipient to 'Please consider the environment before printing this email' are surely a net negative for the environment.

[Patrick Flynn @PatrickFlynnFP]

Master Your Browser, Master Your Focus!

Step 1: Swap 'Informational' for 'Focused' 🔄

Step 2: Declutter Notifications 🚫

Tailor your Microsoft Edge homepage today and embrace a more focused and efficient work rhythm. It's the subtle art of making small, smart choices.

[Patrick Flynn @PatrickFlynnFP]

Unveiling the essence of operational excellence in acquisitions🌟.

Discover how a polished adviser-client interaction can transform your acquisition narrative.

Dive in here 👉
https://t.co/7e6gcbGlWS

[Patrick Flynn @PatrickFlynnFP]

My ChatGPT finally got it's DALL-E 3 integration! Very exciting times.

[Patrick Flynn @PatrickFlynnFP]

If you're in the minority on this, I salute your bravery.