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This quick tip covers the pros and cons of listing your email address or team email addresses on your website. This is particularly relevant for professional advisers who are in trusted positions, …
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No, this isn't an onion metaphor. And I don’t often sit down, look at a problem, and wonder to myself: What would Tony Abbott do? However, when I do see something strangely effective, I wonder if it …
Continue Reading about What Tony Abbott can teach us about cultural change →
Some things seem really simple, until you go to write them down and map them out in full detail. So, you map out a workflow. How deep do you go? Is ‘Schedule a review meeting’ one task or three? …
Continue Reading about Three common errors in workflows/threads →
A complaint I often hear from practice principals is the number and manner of notifications they receive from their CRM/workflow management software. It can be frustrating, as it creates a mess of …
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