Realizing that not every staff member knows what you think they do
One of my staff members is a little younger, and I’ve learned that they don’t always teach you some of the basics in college. We sent out 100 mailings, and every...
Tag Archives: practice management
Favorite books for expanded business insights
The world, including all aspects of our profession, is ever-changing. While we can’t know or be experts at everything, books can give us an edge and keep us informed —...
Drive growth in business through powerful processes
The pandemic deeply impressed upon me the power of process in driving growth, working with clients, marketing my business and even in working from home. I was using a process I...
What raising four kids taught me about being an advisor
I have four kids who are now slowly working their way out of college into adulthood. Marry well. That would be rule No. 1. I’m blessed with a phenomenal wife...
Steps to recharge burned-out teams
Even in the best of times, creating and maintaining a high-functioning team is work. When the team is burned out, the task is infinitely harder. But it can be done. Step...
Safety protocols that can help put clients and staff at ease
How can you acknowledge and adjust your office and your communication to deal with concerns related to the pandemic? During a recording of the MDRT Podcast in June, MDRT members...
Making changes to your office to keep everyone safe
It’s an individual’s choice if they want to come to your office, but you’ve got to protect yourself, you’ve got to protect your family, and you’ve got to protect the...
Adjustments to prevent staff turnover
When things go smoothly for a long time, it’s easy to lose sight of how you got to that point of stability. Stuart J. Birkel, CSA, LACP, had spent more than...
Adjusting perspective on your business as the crisis goes on longer
If the economy takes a long time to rebound and we are still social distancing like this, we have to think creatively how we do our business. I believe there...
4 ways to increase efficiency during the pandemic
It goes without saying, but let’s say it anyway just in case: If you haven’t changed anything in your business since the start of the global crisis in 2020, you’re...
Establishing a weekly flex day after seeing work-from-home effectiveness
Team members working at home pretty much every day — other than one team member and myself — gave us a new sense of how much work can not only...
How I’m keeping staff engaged while business recovers
Everyone can feel stressed during a crisis, and that includes your staff. How can you make sure your team stays positive and focused? During a Zoom call on April 28,...
Using A.D.A.P.T. to confront changes in the face of crisis
For me, the hardest thing to consider is that this is the new normal, there is no way out and we just have to deal with it. Now let me...
Hit your business reset button now
The business world has changed. Like it or not, we must adapt to the current market conditions or we will struggle professionally. We’ll end up excluded from those who successfully...
Learning to better understand your staff and how they communicate
We hired a new person for admin in the office. She just joined us, and I’m used to my old way of functioning with my existing staff where I just...
