Check-In With Your Employees (and Yourself!) Right Now

By Kristina Schneider, Practice-Building & Marketing Specialist 2020 is certainly not letting up with its challenges and difficult events to work through. It feels like an eternity since I was at DFW airport boarding a plane back to Los Angeles, getting the devastating breaking news that Kobe Bryant had just died in a helicopter crash.  And, it feels like ever since then, month after month, there was just more and more difficult things to process. From a business perspective, I bring awareness to all that’s going on, because we are all human. We are all experiencing what’s going on right…

When Life Hands You Lemons, It Might Be Time to Throw Them Out!

By Kristina Schneider, Practice-Building & Marketing Specialist There’s a saying, “When life hands you lemons, make lemonade!” That’s definitely a very positive way of looking at things and during these current challenges that so many are going through right now, there’s certainly a great deal of lemons being handed to us right now. There are definitely some opportunities here to make some lemonade though, but I am also going to share another piece of advice that (frankly) I’m sure some of your staff might not want to hear either. Let’s Make Lemonade! So, let’s start off with something positive and…

What Things You Can Learn From (and During) This Crisis

By Kristina Schneider, Practice-Building & Marketing Specialist There’s no denying that what we are all experiencing right now is certainly uncharted territory and unlike anything any of us have ever gone through.  And, while the news reports and uncertainty that we may be surrounded by right now may create a lot of stress and concern, what I will say is that I do think that there’s a lot of silver linings and positive lessons to be learned from all of this right now.  Here are just a few things that I think this whole COVID-19 crisis has brought to light (at…

Top 6 Strategies for Managing Interruptions in the Workplace

Download Printable Article By Kristina Schneider, Executive Assistant Check out these startling statistics about interruptions in the workplace! According to a study conducted by University of California, Irvine, people spend an average of 11 minutes on a project before they are interrupted and it takes them on average 25 minutes to get back to the point they were at before a distraction. According to the same study, employees that work in shared workspace (like cubicles) are interrupted 29% more often than people in private offices. According to the Journal of Experimental Psychology, even after just a 2.8-second interruption, studies showed…

Effectively Managing Your Boss’ Busy Calendar

By Kristina Schneider, Executive Assistant 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 tasks…

Top 10 Year-End Practice-Building & Marketing Ideas of 2019

By Kristina Schneider, Practice-Building & Marketing Specialist As we head into the final 2 months of 2019, you may be wondering where all the time went and what can you do in these final two months to really help your practice end the year with a BANG! I’ve put together what I consider to be the Top 10 Year-End Practice-Building and Marketing Ideas for 2019 so that you can end this year on a productive, positive note and head into 2020 with some momentum! IDEA #1: Clean up your database. Now is a great time to take a look at…

Is Your Office a Safe Place for People to Work?

By David Giuliano, Business Coach For over 40 years I have worked in the business world and I’ve learned many lessons. One of the most important aspects of business success is a work environment where people feel safe, can communicate honestly, and grow as a whole.  Having an unsafe environment causes the most damage to the owner of the business.  This might seem like a no-brainer, but the truth is in this day and age, it’s extremely hard to maintain a healthy work environment, but very necessary to do so. My work has shown me that if we can address…

8 Steps to Hiring a Great Executive Assistant

By Kristina Schneider, Practice-Building & Marketing Specialist An executive assistant is an often overlooked position for many estate planning professionals. I know this because I often interact with a lot of attorneys, financial advisors, and CPAs directly on matters that I also know would be best handled by an executive assistant. Not having an executive assistant means that you, the executive, are often stuck with a lot of daily administrative tasks in the office. And that’s fine if that’s something that you enjoy doing and it works for you. But, for most estate planning professionals, that’s a huge misappropriation of…

Oh *%@! You Messed Up! Now What?

By Kristina Schneider, Executive Assistant We have all been there at some point in our lives, whether in the workplace, school, at home, anywhere.  You make a mistake of some kind.  It happens.  You’re human.  It’s bound to happen.  However, how to handle the mistake that you made is very different for a lot of people.  What might seem like common sense for some people, isn’t always for others. Here are some tips for how to handle making a mistake.  The intention is for mistakes made in the workplace, but these tips can be used really anywhere in life. STEP…

How the Right Phone Experience Can Help Grow Your Business

By Phoebe Osborn, Content Marketing Specialist When you’re handling people’s money, there’s no doubt trust is essential. As a CPA, financial advisor, or estate planner, your clients depend on your expertise to guide their finances and their futures. It’s a big deal to say the least, and in competitive fields like these, customer service can be the differentiator that sets you apart or the weakness that holds you back. When it comes to building healthy client relationships, every touchpoint matters and every interaction counts—especially the first one. While prospective clients may browse your website or scroll through online reviews before…