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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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How You Can Combat Collaboration Overload to Improve Company Performance—and Your Own

Success

A 2016 Harvard Business Review article found that over the past two decades, time spent by leadership and employees in collaborative activities has grown by more than 50%. So it’s critical to get a handle on managing collaboration. You might suggest having an agenda for the meeting.

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Want To Delegate Better? Try a Total Responsibility Transfer

Success

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. Avoid falling prey to rigid beliefs or agendas. But what if that’s a great thing?

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How to Hold a Successful Project Debrief

Jen Lawrence

Conduct a successful Project Debrief by setting aside the time to review and discuss. Then consolidate all feedback to be reviewed during the session. Set the Agenda. A key component of a successful Project Debrief meeting is keeping the agenda tight and streamlined. Review Responses “What hindered the project workflows?”

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Your Roadmap to Effective Office Systems

All Things Admin

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. Review calendars and compile date and time options. Determine the agenda and who is presenting. Meeting Agenda.

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5 Things Every Meeting Management Guru Does

Melissa Peoples

If meeting management is the bane of your existence, then just keep reading. Meeting management is complicated these days, and mismanaged meetings waste your executive’s time, focus, and energy. Successful meeting management doesn't "just happen." Manage the process NOT the content!" and look like a rock star doing it!

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The 10 Best Goal Setting Apps to Help You Stay on Track

Success

Using a goal setting app can help keep the tracking process manageable. A goal or habit tracking app can also help you break down big tasks into smaller, more manageable steps. Todoist is available on multiple devices and offers templates to tackle meeting agendas, accounting, wedding planning and even packing for a vacation.

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