I bring innovation and simplicity to advice
I have recorded three informative videos that offer businesses advice on managing expectations, paraplanning problems, and business goals. I hope you find these valuable. Introducing the vicious …
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I hope these three short videos give you a quick win today with advice you can easily apply to your work (and life) decisions and routines. Don’t let your decision-making habits get the best of …
I hope these videos offer some valuable insights and tips to help your business. Let me know your thoughts in the comments. Practice hygiene fundamentals - naming conventions: Making it so files …
Continue Reading about Tips on naming conventions, SOA structuring, offshoring, and more. →
I hope you find value in these helpful videos. Let me know your thoughts in the comments. Building a process that anticipates needs: Do you anticipate your client’s needs? Could you enhance …
I hope you find these videos insightful and helpful. Let me know what you think in the comments. CX vs efficiency, and the role of choice: When looking at process design, there’s often a trade-off …
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The following three videos provide advice on choosing new technology, avoiding mistakes on social media, and data integrity. Shiny new object syndrome: We often judge our current tech by its …
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