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5 Long-Term Financial Goals and How to Achieve Them

Success

Buy a house or investment property Expected time: 5-10 years Account types: High-yield savings, brokerage accounts, CDs Whether you’re dreaming of first-time homeownership, a vacation home or investment properties, real estate purchases are one of the most popular long-term financial goals.

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How to Create Strategic Partnerships

Success

Create policy for the event that a new innovation stems from the partnership. When a client comes to me and asks for a service outside my area of focus, I refer them to one of my partners, with whom I have a pre-negotiated referral fee. Who will be the client point-of-contact? If money will change hands, a system needs to be defined.

2012 206
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Acknowledge the Elephant in the Room

The Office Professionals Place

For example, if you are talking about the organization of the meeting or its purpose, reference meeting materials or if this is a meeting that involves a specific group and there are written rules and regulations such as bylaws, make reference to them so that everyone understands the source of your concerns. Template images by luoman.

Agenda 100
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A New Resolution for the New Year

The Office Professionals Place

So many of us decide in February that since we haven’t accomplished the goal set on January 1, it is hopeless, be consistent and persistent and refer back to your goals often. Write your goals down and refer back to them often; you may have to change your focus or create a new sub-goal. Be consistent. Template images by luoman.

2010 100
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Surviving the New Boss

The Office Professionals Place

Let the Past Go Unless you are asked, dont reference the previous supervisor and do not compare your previous supervisor to the new one. Look into purchasing an all-in-one fax, printer, and copier. Clear your workspace; make it look presentable. Move forward with the new person, remain open-minded and positive. Powered by Blogger.

Filing 100
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Miscommunication, Misfiled, and Misplaced = Misrepresentation

The Office Professionals Place

Schedule time in the day to file documents or keep a pile of “frequently referred to&# files on your desk for easy access. Look into purchasing an all-in-one fax, printer, and copier. How many times do you search through those piles in an attempt to look for a document that isn’t there? Template images by luoman.

Filing 100
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Shining a Light on Black Assistants: It’s Not Black & White

Bonnie Low Kramen

Most (not all) of our students choose to find other words to refer to their leaders, such as manager, executive, supervisor, and leader, to name a few options. I have taught my children to hold their money visibly in their hands when they go into a store so it is obvious that they are going to pay for their purchase.”. Words matter.

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