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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. Gather the necessary information. When you’re doing any financial planning work with your adviser, ensure your financial information (e.g., Communicate beforehand.

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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. Think back to the last time you started a new job.

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Ground rules for team meetings

Practically Perfect PA

Turn their phone onto vibrate. Information sharing. Every meeting must have an agenda . Make sure every meeting has an agenda, it can be very simple for example: Date, time, location. Agenda / meeting’s purpose. The most important aspect of the agenda is the timing of each item. Brainstorming.

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New job, new culture, new language

Laughing all the Way to Work

Even though they can seem like small things, at the beginning you are trying to do your best to impress and can feel a bit helpless when the phone rings and you realize you don't know how to answer it. I organized the manual with information about the organization and the area I worked in.

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Make No Mistakes With Meeting Request Attachments in Outlook 2007

Professional Assistant Blog

Your boss calls you up and tells you that you need to add an agenda to this meeting, but you don’t want everyone to get the meeting request again and have to accept/decline it. Posted on 30 December, 2009 12:55 AM The Professional Assistant Hi, You are only passing on updated information as an e-mail.

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The Admin’s Guide to Career Organization

All Things Admin

Third Paragraph – Action : Suggest the course of action you’d like the reader to take, such as schedule a phone call or interview. Course agendas and certificates from continuing education. This most crucial part of your business cards is your contact information, such as your name, phone number, and email. Project plans.

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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. It can be hard to control the sound quality of a conference call especially if participants are dialing in from their mobile phones. Follow the link for more information about Practically Perfect PA’s sponsored posts.

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