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It’s time to review (or create) your document retention policy

BMT Office Administration

Worried that your company might not have a particular document on hand if the IRS conducted an audit? They create a document retention policy that clarifies what needs to be saved, where, and for how long. Courts and government agencies frown upon individual employees selectively keeping or tossing important documents.

Policies 105
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Your Remote Executive Assistant Can Be Your Best Virtual Project Manager

ProAssisting Blog

The Role of a Remote Executive Assistant A remote executive assistant isn’t just about scheduling meetings and answering emails. Document the established expectations in a detailed project brief or plan and ensure accessibility to all involved parties. They're the versatile professionals who streamline your work life.

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Top 5 ChatGPT Alternatives: When to Use Them and Why

Success

Powered by Google’s Gemini and its unique combination of large language model (LLM) and natural language processing (NLP), it generates poems, emails, scripts, computer code and more. It uses Google Reviews to pick those most highly rated places and generates a map with each location pinned. will write blogs and emails.

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4 Things to Consider Before Working with a Virtual Financial Adviser

Success

Virtual financial advisers can counsel you via video conference, phone or email. Work up an agenda and send it via email a few days in advance. Although you can certainly ask anything during a remote wealth management meeting, you’ll likely need to provide certain documentation (e.g., Making Sense of Virtual Wealth Management.

Agenda 264
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How to Find a Mentor Who Will Best Support Your Growth

Success

If you’re wondering how to ask someone to be your mentor, ask them in person if they live locally, or ask via email or phone if they live a significant distance away from you. Don’t ask for last-minute reviews of documents or projects, and honor their preferred method of contact. Remember that your mentor is likely very busy.

Mentoring 274
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3 Ways to Create a Better System for Information Management

All Things Admin

Whether it’s handling emails, documents, or projects, having a well-organized system can significantly improve productivity and streamline decision-making processes. By assigning different colors to various categories or types of documents, you can quickly identify and retrieve them when needed. Here are two examples of this.

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Episode 360: A World Without Email with Cal Newport

Productivityist

Cal Newport is back on the show to uncover his magnum opus on why we work the way we work today, and why we need to change our relationship with email. With TextExpander you can make everything you write repetitively available everywhere you type: text documents, spreadsheets, web forms, and more. A World Without Email’ by Cal Newport.

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