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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. Gather the necessary information.

Agenda 265
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Stuck In Back-to-Back Virtual Meetings? Here’s How to Avoid Zoom Fatigue

Success

Amanda Cross, content marketing manager for Nectar in Forrest City, Arkansas, instituted a streamlined model she uses with her freelancers and clients. “I I mostly communicate asynchronously with my freelancer, but this meeting lets me get to know the person behind the content so that I can send her better/more informed briefs along the way.”

Agenda 250
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The Silent Crisis Of Workplace Loneliness: 9 Ways To Foster Genuine Connections At Work

Allwork

This approach emphasizes the need for managers to have some knowledge of their employees’ lives outside of work and the emotional intelligence to recognize the impact that change can have on psychological wellbeing.

Health 290
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Master the Art of Hosting Engaging Virtual Meetings

Allwork

As a host, you’re responsible for keeping attendees engaged enough to muffle any distractions in their respective environments while ensuring that the meeting is concise and informative. These rooms allow you to break the meeting into smaller, more manageable groups where you can use these tips to bolster participation on a larger scale.

Agenda 246
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The 43 Folders Method (Paper System)

Office Dynamics

I mentioned the 43 folders method in my Core Administrative Skills Always Need Improving post and a lot of you wanted more information on this method. This information is in our Executives and Assistants Working In Partnership: The Definitive Guide to Success. I have been using this system for years and highly recommends it.

Agenda 203
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How to Track Continuing Education Units (CEUs) to Maintain Professional Certifications

Eat Your Career

To avoid that kind of unnecessary stress, it’s important to properly manage and track your continuing education requirements. These requirements may change, so please verify this information on the ASAP website. As long as these things pertain to topics relevant to project management, they can qualify within specified limits.

ASAP 147
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Leveraging Procedures for Effective Training and Onboarding

All Things Admin

You might be using a new phone system or dealing with new project management software. The onboarding process needs to be both thorough and flexible, catering to the unique needs and learning styles of each new hire while ensuring they receive all the necessary information to succeed.