4 important attributes of a good office manager
For his practice, Adam Llewellyn Morse, CFP, a nine-year MDRT member from Melbourne, Victoria, Australia, hired a new staff member to serve as an office manager and free up Morse...
Tag Archives: staffing
The detrimental impact in offices of exclusion
Managing and leading teams is complex and requires care and effort. We shouldn’t try to simplify the work by relying on job descriptions and performance reviews to enforce a desired...
3 tips to mastering the hybrid workplace
In the ongoing COVID-19 pandemic, it’s becoming apparent that the workplace may never fully return to the “normal” 9-to-5, location-based status quo. According to Forbes, a majority of polled workers...
Why I found consistency by hiring an operations manager
My best practice that I’ve implemented within the last 12 months was bringing in an operations manager. Prior to that, I was running the business, writing the business and pretty much doing everything around the business to keep...
Match tasks to the right staff
With so much work to be done and only a certain number of people do to it, how do you make sure your business is running at peak efficiency? Thomas...
The benefits of asking staff ‘What do you like least about your job?’
We had hired a new receptionist a couple of months ago, and it didn’t work out. She wasn’t cut out for office work, and we had to let her go. After we...
What is restricting your revenue?
Ideally, the longer you’re a financial advisor the more your business grows and the more income you bring in. Until you stagnate. Then it’s like slamming into an invisible wall....
6 mindsets to breathe oxygen, or action, into teams
If you’re experiencing a lack of energy, passion or hope for the road ahead, it may be the air you’re breathing. And all of us could use a deep breath. Breathing...
How to set up new hires for success
If you are an MDRT member, it means that you are a very successful professional. To push your achievement higher and to step up one more level, you have to hire someone to...
Why staff can let you down and what to do about it
From time to time, everyone misses a deadline, forgets an obligation or fails to live up to meet a commitment. We’re human, and it happens. For most of us, failure...
Stop killing team productivity by being a micromanager
In my experience, I’ve found that the smaller the team, the greater the danger that the team leader becomes a micromanager — the business equivalent of a helicopter parent. Overly...
Retraining junior staff to prevent layoffs
There are jobs in every office — such as document controller, front desk, messenger — that are small jobs. When COVID kicked in, everyone was working from home, and these...
Why employees are one of your best investments
What creates a business is not people merely sitting in the same building. It’s people joined by shared goals and vision. Employees who are invested in the business are a...
How to help struggling employees working remotely
When working remotely, how can you keep your team hitting its goals and staying productive? And what happens when one member of the team stops working as effectively? Dropping out of...
5 steps to deal with leadership uncertainty
Leaders are often expected to have all the answers. If you don’t have the answer to a leadership challenge, you may feel inadequate, uncertain and vulnerable. None of these emotions...
