 While you can’t tell people what they should think and do, you can create an environment that encourages best practices in efficient behavior."Beverly Flaxington, co-founder, The Collaborative. |
Organizing Principles for Disorganized Advisors
Beverly Flaxington | Advisor Perspectives, January 2014
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Summary: Practice management expert, Beverly Flaxington, provides some time management tips to help advisors deal with disorganized staff. She affirms that some people can do more with less, but many people need a process and structure and someone to delegate to.
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