by Allison Hays | Aug 12, 2018 | Best practice, Financial planner, Paraplanning
Best Practice is a process or procedure that is accepted as being the correct or most effective way to do something. Whether it’s delivering a great client experience or washing dishes, there is a “best” way to do most everything. Best practice is for everyone and it...
by Allison Hays | Jul 17, 2018 | Uncategorized
Do you have a Love/Hate relationship with your Home Office? Your working environment can affect your mood and productivity. Working from a home office takes discipline, with so many opportunities to be distracted in your own hacienda. There’s cleaning, surfing the...
by Allison Hays | Apr 11, 2018 | Uncategorized
I had a great idea to present to my manager, we were meeting at 4pm and I could tell, even before I pitched it, the care factor was zero. It was like the Out of Office message had already gone up for the start of holidays. If you ever feel that good ideas have gone to...
