Here are three helpful videos that provide businesses advice on managing common mistakes, unprofitable clients, and complex change. Hopefully, you find these valuable! The mistake too many firms …
Five tips for advisers managing their Outlook calendar when using Calendly
Perhaps, someone has set up a Calendly for you, but you need to know what to do beyond rocking up to appointments. This article is for you. Perhaps you’ve set up a Calendly for an adviser you support …
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Managing expectations, paraplanning problems, and business goals
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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Decision-making, delegating responsibilities, and managing your micromanaging
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 …
Tips on naming conventions, SOA structuring, offshoring, and more.
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 …
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How to get an ROI when creating content, building a process that anticipates needs, and managing for attention.
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 …