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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. If you’ve sent an agenda for your next virtual wealth management session, perhaps organize that information by topic to keep the meeting running smoothly. Communicate beforehand.

Agenda 264
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The rise of the pods shows how the workplace pendulum swings

Workplace Insight

As the legend goes, two American office employees were constantly distracted by their boss’s loud phone calls, as he paced their open office. The employees commented that they were going to buy him a phone box to stand in during calls. The good news is we couldn’t find a phone cabin. Bing’s Boss replied, “Find one. So we quit.”

Agenda 98
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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. Here’s a glimpse into our comprehensive onboarding agenda: Introduction to Team Dynamics Schedule regular daily huddles in the initial weeks, adjusting to fewer meetings as the new hire becomes more integrated.

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Time Is Money: Get More of Both with an Executive Assistant

Worxbee

Here’s a short list of things EAs can do: Screening or making phone calls Scheduling or moving meetings Planning a business trip to meet with clients Bookkeeping or budgeting Completing paperwork Initial brainstorming on new projects Two heads are better than one It’s easier to remember or collaborate when two heads are involved.

Agenda 52
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Advice on Working in the Gig Economy From a Successful Gig Worker

Small Business Labs

We noticed a really good comment with excellent advice on working in the gig economy in the Harvard Business Review article Who Wins in the Gig Economy, and Who Loses.  After doing this for more than a decade, I still can't predict when the phone will ring, but I've come to accept that it will. 4) Health care is hard.

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A self-management checklist

Ian's Messy Desk

Keep your goals on someone else’s agenda. Review with your buddy. Have your buddy do more than review accomplishment. Review the written track of your regular progress. If need be, turn off the phone, shut down the computer and throw the television in the garbage. Review and rework your system.

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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. Developing a professional portfolio will help you be remembered not only in an interview scenario but at annual performance reviews as well. Past performance reviews. It can include your: Resume.