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...
