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How Inefficiency Impacts Your Financial Advisory Office

The Receptionist

From customer management software to analytics and reporting tools, learning how to leverage what’s available to you can help you maximize your efficiency in the workplace. Wasted time and resources: when workers spend their time trying to update software, manually file documents, and show visitors around the office, they get less done.

Software 130
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5 Tips That Operations Managers Can Use Today

The Receptionist

Those are the numbers that drive sales and keep your company’s doors open. Improving the production or distribution processes are nice, but if those efforts don’t translate to more sales, they may not be as valuable as you thought. However, they only go so far. And in some cases, automation may actually make problems worse.

Software 130
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Other Titles for Office Managers: Tell the World What You Really Do

SnackNation

Savvy and super-considerate, the Tech Titan will work late nights to make sure company-wide software launches are complete and operational before everyone comes back to work in the morning. On Monday, he’ll shadow Rachel in Sales so he can help manage her reports and customers when she’s out of the office on maternity leave.