By: Melanie Jocson - #MJSPEAKS - Melanie discusses restructuring VPG under Holacracy and offers tips for a smoother transition to a new management style.
By: Shayla Jackson - #Q&A - Melanie humors me while I channel my inner Oprah. Next time, I’ll get it on video… (Because she LOVES VIDEO) #NOT!
By: Tom Sheeley - #TechTalks - So I got a weird email the other day, but I'm the "IT guy" for the office, and I know I didn't send this.
By: Melanie Jocson - #MJTHINKS - An advisor recently asked for our help with cleaning up his CRM. His firm wants to take advantage of Redtail’s LaserApp and DocuSign integrations but can’t because their client data on Redtail isn’t complete.
By: Shayla Jackson - Schwab’s service requests have FINALLY made it to the dance floor, and I for one am super excited that “Baby just got out of her corner!”
By: Melanie Jocson - #MJTHINKS - I spoke to advisors about the benefits of outsourcing and hiring a virtual assistant. At that time, it was really difficult, and I had to do a lot of convincing to get them to hire me.
By: Melanie Jocson - #MJTHINKS - It sounds cool and sexy to be able to have someone do the work that you don't want to do. Who wouldn't want that? But, here are four things to consider before you start delving into the VA hemisphere.