We've all seen management decisions that serve to make other people miserable. They make wonderful sense on paper, but once things get down to the individual level they don't work. Whilst the causes …
Rethinking the not so humble file note – Part 2
In the second part of this blog post, we’re continuing our look at the file noting process and how it may be reconsidered. The first part, which focused on trying to be smarter with our process is …
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Rethinking the not so humble file note – Part 1
In this two-part post, we’re going to look at the not so humble file note and some ways we can enhance record keeping when it comes to client meetings/conversations. The file note, by virtue of its …
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What Tony Abbott can teach us about cultural change
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 …
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Choosing your advice tech: Capability vs. Ease of use
When it comes to technology, there is typically a trade-off between capability and ease of use. Consider the competition between iPhone and Android over the years. iPhone typically leads the way for …
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Three common errors in workflows/threads
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? …
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