Many members of the “sandwich generation” are being called upon to provide at least some care for aging parents and other relatives, even as we are still trying to raise our own children. It can be daunting to consider. But are there specific areas that need attention?
The Life and Legacy of Irene Bernhardt
January 6, 1936 - August 28, 2006
Fundamental of the Week: #15 - COMMUNICATE TO BE UNDERSTOOD. Comprehension is the responsibility of the communicator, so know your audience. Write and speak in a way that they can understand. Avoid using industry acronyms and jargon. Use the simplest possible explanations.
Choosing the person who will assist you in reaching your financial goals is a vital decision.
Fundamental of the Week: #14 - FIND A WAY. Take personal responsibility for solving problems and making things happen - somehow, someway. Take ownership and respond to every situation by looking for how it can be done, rather than explaining why it can't. Work with a sense of urgency. Be resourceful and show initiative.
Anyone who wants to improve performance in any area soon learns that better performance follows the cultivation of better behaviors--in other words, the cultivation of good habits. Professional golfers hit thousands of practice shots, until the proper swing becomes a habit.
Fundamental of the Week: #13 - MAKE EACH INTERACTION COUNT. Every contact with a client is an opportunity to create a positive experience. This includes calls, visits. voicemail, letters, e-mails, and every other communication.
Many people who reach a certain age, after decades spent pursuing a career, start to dream of retirement. The exact shape of each dream varies. For some, retirement means finally having time to devote to a hobby or interest, like golf, travel, fishing, or painting. Others long to be able to pursue a second career or take advantage of educational opportunities.
Fundamental of the Week: #12 - GET CLEAR ON EXPECTATIONS. We judge situations not by what happens, but by how they compare to what we expected to happen. Create clarity and avoid misunderstandings by discussing expectations upfront.
Fundamental of the Week: #11 - PRACTICE BLAMELESS PROBLEM SOLVING. Just fix it. Demonstrate a relentless solution focus, rather than pointing fingers or dwelling on problems. Identify lessons learned and use those lessons to improve ourselves and our processes so we don’t make the same mistake twice.