Click to Play

What You'll Learn In Today's Episode:

  • Evaluate the alerts and notifications you receive and determine if they are truly serving you and helping you achieve your goals.
  • Remove unnecessary alerts and notifications from your phone to minimize distractions and improve focus.
  • Create a communication policy for team members to manage instant messages and establish guidelines for checking messages and handling urgent situations.
  • When handling employee departures, clearly communicate expectations and consequences and document all relevant information in personnel files.

In this episode, we’re recapping the importance of managing alerts and notifications to improve productivity and mental well-being, as well as exploring strategies for managing calendars and transitioning to vacation. We’re also covering the dos and don’ts of firing and handling resignations, and the importance of clear communication and setting expectations.

Resources In Today's Episode:

Recommended Podcast

Crafting Your Investments and Marketing Communication

Prioritize client goals, streamline investments, and enhance communication for advisors.

See More

When Marketing Works

Being strategic with your marketing and content calendar.

See More

How Investments Work With Your Clients [Episode 255]

Prioritizing communication over an investment-centered mindset.

See More

Contact Us