Productivity

Handling Business

Handling business involves so much. Today I’d like to introduce you to LeAnn Erimli in the first Advisory Perspective spotlight for 2024! LeAnn is a self-proclaimed “tech geek” and her superpower is explaining things in plain language! Technology is ever-changing and evolving. In business and at home, having a trusted resource is a godsend. It’s […]

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Caring in the Workplace

Caring in the workplace. Caring in life. Caring takes on greater meaning after the past two years. This topic is near and dear to me. As a boss, one of our most important roles is to foster our employees. Consider how care enters into your workplace as a boss. If you are no longer working,

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2018 Business Trends to Watch

For anyone who is in business or does business, keeping up with trends can be exciting and daunting!  Change is underway at lightening speeds.  The issues on my watch list this year and into next year include:  Technological; Geo-political / Trade / Regulatory; Financial;  Shopping, Selling and Advertising, These issues all come into the picture for

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Prioritization

Our days are filled.  Time is a precious resource.  Busy does not equate to results.  Haven’t we all heard, seen and experienced this?  Struggling to balance everything on our plates can be overwhelming, especially when reviewing items of importance at work and home. The upcoming year end activities may add to the mix.  Deadlines, quarterly

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If you were away from work

We rely on schedules in daily life.   The busier we get, the juggling between activities occurs naturally, living a life of its own?!  Alas, we rely on routines, patterns of behavior, actions and responses to help us manage everything we do.  Think stimulus/response … Auto-pilot can be helpful  – the less we have to think,

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Collaboration

I’ve come from a retreat with Appreciation Financial’s Women of Wealth.  We explored our purpose, our why and how together we can do much more together.  It was a powerful week. Collaboration is a word I’ve embraced for decades.  It aligns with synergy, partnership, teamwork and allows us to go beyond what is possible when

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Departmental Readiness

In your business, have you made plans in case of accidents, illness, incapacity and/or death of key employees?  Working “on the business” vs. “in the business” allows us to establish a game plan to sustain the impact should there be an impact within your business. Part of a business’ growth is the deployment of separate

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The Living Planner Advisory Perspective Series – Mindy Bortness, Communication Works

Valentine’s week is upon us!  Happy Valentine’s Day to you and yours 🙂 Our Advisory Perspective series provides you with a perspective of how to prepare for meetings with professional advisors.  This month, I would like to introduce the President and CEO of Communication Works, Mindy Bortness, Increasing your Employee ROI.™  Mindy is a recognized leader

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