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.
Client engagement and setting expectations with estate planning.
See MoreNavigating estate planning with your clients.
See MoreHelping clients understand their purpose in retirement.
See More