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4 Things to Consider Before Working with a Virtual Financial Adviser

Success

One chief benefit of moving to a virtual wealth management model is convenience. Although virtual wealth management might have improved reach and availability, it hasn’t changed the wealth management strategies clients receive. Making Sense of Virtual Wealth Management. Plus, financial services (e.g.,

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Want To Delegate Better? Try a Total Responsibility Transfer

Success

Delegating is a bit of an art form, one that takes practice and persistence, boundaries and motivation. A total responsibility transfer requires you to set boundaries If your partner takes over feeding the kids or your associate takes on a client you’d previously managed for you, discussing the job requirements is a must.

Agenda 322
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How to Assert Your Power in Difficult Situations

Success

In your first three months, you discover countless ways to improve the business : better project management tools, ways to streamline everyone’s workflow and straightforward meeting agendas. Even when their ideas are good, they run into roadblocks in the form of other people—managers, executives and other leaders.

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5 Ways To Avoid Well-Being Washing And Provide Authentic Support To Employees

Allwork

Foster work-life balance When IOSH asked survey participants which changes they’d welcome from their boss, flexible working was high on the agenda. In its simplest form, self-care is just the little things we do to look after our own mental health…so we can care for ourselves,” explains mental health charity YoungMinds.

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AI is giving business leaders the heebie-jeebies, new poll suggests

Workplace Insight

An overwhelming majority of business leaders (94 percent) admit to some form of ‘tech anxiety’ when it comes to AI and other technology, according to a new survey from Kin + Carta. The report focuses on the potential disruption and ethical implications associated with AI and machine learning, in particular, are substantial.

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Your Roadmap to Effective Office Systems

All Things Admin

Procedures, forms, and checklists combine to create systems for how you get things done efficiently. Every office needs different systems to run smoothly, but most administrative professionals will require most or all of the systems in this core group: Time and task management. Project management. Meeting Agenda.

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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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