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4 Things to Consider Before Working with a Virtual Financial Adviser

Success

Work up an agenda and send it via email a few days in advance. Although you can certainly ask anything during a remote wealth management meeting, you’ll likely need to provide certain documentation (e.g., investment documentation, tax info) beforehand. tax returns, bank statements, housing documents) is readily available.

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Is Document Scanning Green?

Eco-Office Gals

Most companies will look to document scanning as a way of managing their paper based information and with advances and maturing technology these solutions have started to become economically viable. The Cost Of Storing Documents Long Term. The Cost of Scanning Documents and Storing them Electronically.

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Upping your A(ssisting) game when you work with a Board of Trustees

Executive Leadership Support Blog

Offer to help put together the agenda for meetings, offer to tackle a project for a committee. Become a strategic partner to your Chairperson – just like we strive to be the partner that our CEO needs, it is important to put that effort into working strategically with the Chairperson of the Board.

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11 Things Organized and Productive People Do Every Day

Success

We fear that slowing down and organizing will kill our productivity, but the facts suggest otherwise: The average office employee spends “at least two hours a day—or 25% of their workweek—looking for the documents, information or people they need to do their jobs,” according to Glean ’s 2022 Hybrid Workplace Habits & Hangups survey. “54%

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When “Start to” and “Decide to” Creep into Your Writing

Office Dynamics

In a 5,000-word document I recently edited, those two words appeared 14 times, while only five were deemed necessary to the meaning. Example 2: Start to make an agenda for the meeting. Better: Make an agenda for the meeting. by Barbara McNichol. Do you have a habit of starting a sentence with the word “start” or “begin”?

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9 Types of Journaling and How They Can Benefit Mental and Physical Health

Success

Boosting mental and physical health The impact of journaling goes beyond Leid’s personal experiences; it’s been highly documented as a tool for boosting mental and physical health. You can write whatever comes to mind without a theme or specific agenda. This type of journaling is good for those who need a visual reminder to journal.

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Skills required to be a good minute taker

Practically Perfect PA

Ensure you turn up to the meeting having read the agenda, any background papers, the minutes of the previous meeting and with all the tools you need to take the minutes whether that be pen, highlighter, paper, recording device, laptop or iPad. This post will help you work with the chairman to make this task easier. Organisation.

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