Effectively Managing Your Boss’ Busy Calendar

By Kristina Schneider, Practice Success Coach Whether your boss is an estate planning attorney, CPA, financial advisor or life insurance agent, chances are, he or she has an overwhelmingly busy calendar.  From client meetings, phone calls, seminar presentations, conferences and CE programs to numerous projects to be completed, goals to be reached, and endless obligations to be met. How do you organize, prioritize and manage it all while getting everything scheduled and done? Ask for Assistance with Prioritizing First, ask for assistance in prioritizing your tasks (and your boss’ tasks).  Thankfully, most executives acknowledge that their assistants are juggling several…

The Importance of Taking Time Off and Getting a Break from Work

By Kristina Schneider, Practice Success Coach The concept of taking time off of work or stepping away from work seems like an obvious one, but for those that are super-dedicated to their job, this can actually be a difficult task to do sometimes. It took me some time, but it was something that I had to learn over a number of years of going full-steam, with very little to no breaks. I can recall when I was first hired by Phil back in 2004, I was an eager, freshly graduated college student. There were a lot of details to my…

Drowning in E-mail? Tips to Save Time and Be More Efficient!

By Kristina Schneider, Practice Success Coach Electronic mail, otherwise known as e-mail, has become a vital and primary form of communication for most businesses.  In fact, it’s the very reason you’re probably reading this newsletter article. While e-mail has become a very efficient way to communicate and handle business, it can also become a source of major inefficiency and time-wasting in the office.  Think about how much time is spent sifting through all of your daily e-mail.  Double or triple that when you come back from the weekend.  And let’s not even talk about how much e-mail we come back…

Top 6 Strategies for Managing Interruptions in the Workplace

By Kristina Schneider, Practice-Building & Marketing Specialist According to a study, the average time spent per day by employees being interrupted and trying to refocus is 2.1 hours. Interruptions at the workplace is estimated to cost businesses in the U.S. over half a trillion dollars each year!* While interruptions at the workplace are inevitable, it doesn’t mean that they cannot be minimized or reduced. Below are what I consider to be the top ten strategies for managing (and reducing) the amount of interruptions at the workplace. Strategy #1: Evaluate (and change) your physical workspace. One of the biggest eye-openers for…

The Success of Your Business Starts with a Happy Work Environment

By Kristina Schneider, Practice-Building & Marketing Specialist “Businesses often forget about the culture and ultimately suffer for it because you can’t deliver good service from unhappy employees.”  – Tony Hsieh, CEO of Zappos   An often overlooked aspect of developing a successful business is really taking the time to look at the employees, the work environment and the company culture.  The fact is, if you have a disorderly, stressful, and hostile work environment, chances are that you have unhappy employees who don’t like coming into work every day.  And the bold truth of it is that your business will suffer…

Tips for Boosting Morale In Your Office This Thanksgiving

By Kristina Schneider, Practice-Building & Marketing Specialist There’s no doubt that this year has been a challenging one for many people – – both professionally and personally.  There’s been a whirlwind of things going on this year and it’s hard to just “check it at the door” when you come into the office. Speaking with numerous attorneys about their current challenges in their practice, one thing seems certain.  Office morale is down. Low morale at the office usually results in reduced productivity, compromised work performance, tardiness and absences, and even personal conflicts and emotional outbursts. As we wind down the…

6 Ways You’re Holding Yourself (and Your Firm) Back Without Even Knowing It!

By Kristina Schneider, Practice-Building & Marketing Specialist If your practice isn’t where you want it to be and you feel “stuck”, do you know why?  There may be plenty of reasons why.  However, more often than not, there are a lot of things that you, the estate planning attorney, are doing (or not doing) that are the reasons why can’t seem to move forward. Having worked with estate planning attorney, Philip Kavesh, for over 16 years, both in his law practice and with our attorney customers of The Ultimate Estate Planner, I’ve seen a commonality in most attorneys and what’s…

Tips for Managing the Top 5 Interruptions at the Workplace

By Kristina Schneider, Practice-Building & Marketing Specialist One of the most costly killers of productivity in the workplace is interruptions.  There are some startling statistics about how much interruptions really cost a business.  It is believed that interruptions can cost a company up to over 6 hours per day in productivity, which equates to over 30 hours in a week (almost an entire full-time employee!).  It’s also estimated that social media alone costs the U.S. economy over $650 billion per year in all of the lost production.  Crazy, right? Interruptions are pretty much impossible to avoid, but there are definitely…

Having Disconnects and Conflicts in the Office Right Now?

By Kristina Schneider, Practice-Building & Marketing Specialist With everything going on in the world right now, it is safe to say that most people are under much more stress than usual.  From concerns about health and safety, managing the constantly changing day-to-day barrage of headlines and politics, to feeling a whole spectrum of emotions about all the change that has happened in such a short period of time.  Business owners and employees with young children are having to juggle their own set of challenges trying to navigate the upcoming school year, while the technologically-challenged have been completely overwhelmed with a…

Summer Vacation Might Be Different This Year, But Be Sure to Take a Break!

By Kristina Schneider, Practice-Building & Marketing Specialist There is no denying that this summer feels is different.  No, let me actually just call it for what it is—IT IS WEIRD!   With all that’s going on in 2020, there’s no telling what tomorrow will bring (did we miss the murder hornets, cause it feels like we skipped those…).  This comes as here in California, we just got ordered back to working from home and a lot of things that just opened up less than a month ago are closed back up. All that being said, I have found myself thinking that…