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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. Although you can certainly ask anything during a remote wealth management meeting, you’ll likely need to provide certain documentation (e.g., investment documentation, tax info) beforehand. tax returns, bank statements, housing documents) is readily available.

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Upping your A(ssisting) game when you work with a Board of Trustees

Executive Leadership Support Blog

Offer to help put together the agenda for meetings, offer to tackle a project for a committee. Become a strategic partner to your Chairperson – just like we strive to be the partner that our CEO needs, it is important to put that effort into working strategically with the Chairperson of the Board.

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Is Document Scanning Green?

Eco-Office Gals

Most companies will look to document scanning as a way of managing their paper based information and with advances and maturing technology these solutions have started to become economically viable. The Cost Of Storing Documents Long Term. The Cost of Scanning Documents and Storing them Electronically.

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Your Roadmap to Effective Office Systems

All Things Admin

A good system is documentable, sharable, and repeatable. The best way to explain how to document your systems on paper is to show you. 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.

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9 Types of Journaling and How They Can Benefit Mental and Physical Health

Success

Boosting mental and physical health The impact of journaling goes beyond Leid’s personal experiences; it’s been highly documented as a tool for boosting mental and physical health. You can write whatever comes to mind without a theme or specific agenda. This type of journaling is good for those who need a visual reminder to journal.

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Leveraging Procedures for Effective Training and Onboarding

All Things Admin

Procedures are more than just documents; they are a roadmap for new hires, guiding them through the complexities of their new role and the company culture without constant supervision. The Power of Documentation If you have everything documented and ready to go when a new hire begins, it expedites the onboarding process.

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How to Hold a Successful Project Debrief

Jen Lawrence

Depending on the team dynamic, this may look like a survey form, contributing to a shared document, or simply sending an email to a point of contact. Set the Agenda. A key component of a successful Project Debrief meeting is keeping the agenda tight and streamlined. What improvements are suggested for next time?

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