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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.

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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. As a bonus this will also alleviate emails and phone calls to you asking when something is due. You not only help the board, you increase your knowledge and become more valuable as a partner.

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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. You might be using a new phone system or dealing with new project management software. Think back to the last time you started a new job.

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How to organise the perfect conference call

Practically Perfect PA

Ensure that the conference call has an agenda and make sure that all of the participants have the correct paperwork. During the conference call it can be a little disruptive if the participants cannot all see the same documents. There is just one phone number and one PIN so the chances of anyone getting confused are slim!

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The Admin’s Guide to Career Organization

All Things Admin

What I’ve found over time is a lot of people don’t take the time to properly organize the documents and materials that support their career growth and development. Most admins have a resume, but not many consider it a living document. Course agendas and certificates from continuing education. Past performance reviews.

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6 Ways to Ensure Meetings Don't Suck

On The Job

He says they tell him they often spend the majority of their workday in meetings with no break times to return phone calls — or even go to the bathroom. Eventoff advises: • A call-to-action agenda. It''s not enough to have a general agenda that gives the meeting time and who will attend. Does a document need to be written?

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