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4 Things to Consider Before Working with a Virtual Financial Adviser

Success

Work up an agenda and send it via email a few days in advance. Give your adviser time to conduct the necessary research to prepare for the discussion to speed up the process and provide you with the insights you need. Fortunately, electronic documents can make this process easier and more efficient. Communicate beforehand.

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Want To Delegate Better? Try a Total Responsibility Transfer

Success

Avoid falling prey to rigid beliefs or agendas. She helps companies achieve profitability by scaling their existing talent, processes and tooling, including helping middle managers successfully navigate challenging workplace dynamics. But what if that’s a great thing? Don’t delegate and disappear,” she says.

Agenda 312
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How You Can Combat Collaboration Overload to Improve Company Performance—and Your Own

Success

Sometimes, too many cooks in the kitchen (or collaboration overload) can slow the process, reduce efficiency and derail engagement. A 2016 Harvard Business Review article found that over the past two decades, time spent by leadership and employees in collaborative activities has grown by more than 50%.

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Your Roadmap to Effective Office Systems

All Things Admin

Review calendars and compile date and time options. Determine the agenda and who is presenting. Create the meeting agenda for the department head’s approval. Gather all materials for the agenda and participant materials. Look for logical breaks in the process. Review calendars and compile date and time options.

Agenda 90
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3 Business Practices You Should Apply to Your Relationships

Success

Whether it’s a complex client project or a kid’s messy bedroom cleanup, a standard framework can make the process run smoothly. Under the direction provided by this coach, the business owners (brothers) began to transfer the tools, processes and models they learned from their company to their home.

Agenda 246
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What 3 CEOs Learned After Spending a Day in Their Employees’ Shoes

Success

Since that experience, he’s using his new knowledge of how things really work on the literal street level to create a company-wide “transformation,” including a better tipping policy and improved communication processes. Sure, you might be in this experiment for process improvements. Your team will feel seen, heard and validated.

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Leveraging Procedures for Effective Training and Onboarding

All Things Admin

The process for ordering office supplies and setting up the conference room for meetings was different. When you integrate sharing – and creating – procedures into your onboarding process, it helps ensure a smooth transition for your new team members.