Posts by Kristina Schneider
The Top 8 Staff Training Tips for Estate Planning Law Firms – PART 2
Download the Full Printable Article By Kristina Schneider, MBAIn continuation of the December 2015 issue… Law Firm Staff Training Tip #5: Have the Staff Member Create a Detailed Procedures Manual. Another important part of the staff member training is to have the staff member that is being trained be the one to create a detailed…
Read MoreThe Top 8 Staff Training Tips for Estate Planning Law Firms – PART 1
Download Printable Article By Kristina Schneider, MBA Having worked with so many estate planning attorneys and support staff members, time and time again, I have seen that one of the major breakdowns in firm systems comes with the lack of proper job training. Things start to slip through the cracks and while one or two…
Read MoreHow “Electronically” Organized Are You?
By Kristina Schneider, MBA In last month’s newsletter, we discussed the top tips to get yourself more organized in your office space and through your daily workload, but your organization isn’t just about what’s on the outside. How about your electronic files on the computer? If you’ve ever spent more than five minutes looking for a…
Read MoreFive Simple Tips for Being a More Organized Assistant
By Kristina Schneider, MBA Being an organized assistant is important when supporting a busy professional advisor or attorney, especially one that may be meeting with multiple clients and managing multiple projects and priorities (like most professionals are doing). Organization isn’t just about how your office looks, but it is also how you manage yourself and ultimately…
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