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The helping hand of a PA

by Liz Shaw10 minute read

Brokers often work long hours and have a great deal of paperwork to process, so wouldn’t life be easier if you could focus your attention on the most important tasks at hand and delegate the rest? Aussie Parramatta’s Ross Le Quesne shared this thought, so earlier this year hired a PA to help him maximise his productivity.

He has had numerous types of assistants in the past, however this year, Mr Le Quesne decided to hire an experienced PA.

He says that when processing 50 to 60 loan applications a month, there are a lot of decisions to make which take time away from the dollar productive activities like talking to clients, planning strategies and building better systems.

“That sort of thing suffers if you’re getting a couple of hundred emails a day and all the contacts from the lenders,” Mr Le Quesne says.

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“It used to be a habit for me to check email on my phone and desktop constantly.”

Since hiring a PA however, he no longer worries because he knows the important emails will be taken care of and there won’t be 200 or 300 unread messages sitting there.

Trust is essential when hiring a PA because of email checking, appointment setting and helping him to be more disciplined with his time.

Mr Le Quesne says that he and his PA have daily meetings where they go through what happened the previous day as well as discuss his schedule for the day ahead.

Together, they are continually improving systems to make the business run more smoothly.

So when is the right time to hire a PA, you may ask? According to Mr Le Quesne, “it is after you have hired someone to help you with your applications, and then when your business gets to a level where you’re doing around 40 applications a month – which becomes more time-consuming with emails and appointments and just staying on top of the admin part”.

“It frees up my time to do those activities that give me the best return on my investment,” Mr Le Quesne adds.

He recommends other brokers hire PAs as well, adding that things are a lot less stressful for him since he did so.

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