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

A Trust Will Solve All My Problems… [Episode 294]

Navigating estate planning with your clients.

See More

Beyond the Numbers: The Human Side of Retiring

Helping clients understand their purpose in retirement.

See More

The Hidden Crisis in Retirement: Finding Purpose After the Paycheck with Guest Tony Hixon [Episode 293]

Supporting clients beyond financial aspects.

See More

Contact Us