Brooklynn Chandler Willy JD RFC CDFA’s Post

No matter if you're leading a family office or working with families in your office – it's time for MORE Family and LESS Office when it comes to interacting with clients. Making these kinds of connections (you know, the emotional ones that are so hard to manage) with your clients is often the biggest challenge advisors face. Clariata has more than 20 proven connection-boosting tactics and methods built-in – making it easier than ever to form lasting bonds with your clients. https://lnkd.in/g57ZQMGs

"The power of strong client relationships: A recent experience highlighted why we prioritise building genuine connections with our clients at Double Digit. After a long day at the office, one of our amazing clients Sheldon Holy offered our bookkeeper an unexpected lift home. Instead of a lengthy train journey from Swindon to Brighton, they shared a quick 25-minute flight in his private plane. But it didn't end there. Upon landing, they continued their conversation over pancakes and coffee. This gesture represents the mutual respect and understanding we strive to cultivate with every client. While not every interaction involves air travel, each one is built on: Open communication Mutual trust Understanding of each other's needs Willingness to go above and beyond These elements form the foundation of lasting business relationships that benefit both parties. At Double Digit, we're not just number crunchers. We're partners invested in your business success, ready to support you even after office hours. How do you build strong relationships with your service providers or clients? #ClientRelationships #BusinessPartnerships #Doubledigit"

We call ourselves the "Get It Done Team" That might sound a little cliche, but its what we live by.  While other companies often schedule your retrofit months in advance, we often get our clients work done within a week or less.  How do we do this? 👉 We keep stock on hand 👉 We have a robust team 👉 Our owners roll up their sleeves and get to work Are you looking for quality work done quickly?  Let's chat: 778-200-3046 #businesstips #bcbusiness #vancouver #surreybc #bchvac

Honoring the strength, dedication, and hard work of every hand that builds a nation. Happy Labor Day! . #aventexconsulting #labordayweekend #laborday #Virtualassistant #Businessstrategysolutions #Webdevelopment #Truckdispatching #Outsourcingsolutions #Businessgrowth #Digitaltransformation #Virtualsupportservices #Businessefficiencyexperts #Technologyenabledsolutions #Logisticsandtransportation #Businessprocessimprovement #Innovativesolutions

Article on what some companies are doing for work from home vs. in office. Found a couple of interesting things: 1 - using the term work from home differently than remote work. Seems to be a shift in language. Work from Home = working from your permanent home location; Remote Work = working from a place other than your permanent home location, but not in a company office. Do you agree with this shift in language? Does your company have any other terms or definitions? 2 - One of the companies is using a "work from home bank" to give employees some time to work from home, but most of the time in the office. This seems like it might be hard to manage, especially if the employees can take it hour by hour over the year. What do you think? #remotework #hybridworkplace #workfromhome #workfromanywhere How are area employers approaching work from home? (dailyherald.com)

Are your office tasks getting too much to handle? 🤯 You'll be relieved to discover, we're here to help. Let Bell4Business take the pressure off your shoulders today! 📂 📲 01482842802. #OfficeWork #StressAtWork

You shouldn’t feel like a stranger at work. But many of us do. How to create a welcoming work environment in 3 steps: 1. Foster a sense of community: At Amata, we understand the importance of connection. Our offices aren’t just places to work—they’re spaces where relationships flourish. We host social events and networking opportunities that naturally bring attorneys together, creating daily conversations and business opportunities. 2. Consistent, caring staff: Our team feels like family. Here’s what our clients say: “I’ve been with Amata for 13+ years. The staff builds rapport, creating a friendly environment.” - James Lenger “Every staff member is friendly and helpful. It feels like home.” - Ingmar Koecher 3. Supportive services: From live reception to new client intake, our services are designed to ease your business pain points. This allows you to focus on high-impact tasks that drive your firm’s success. Imagine walking into the office and being greeted by familiar faces who genuinely care about your success - that’s the Amata experience. Dive in our recent blog found in the comments below.

"Uncovering the Nuances of The Office Story" Read the full article below..

As we approach the end of Q3, many of us may be questioning whether our hard work and late hours in the office will be recognized and rewarded. A recent WSJ article suggests that this recognition may not be guaranteed. If you're looking to plan for that promotion and get ahead the right way, consider booking a consultation to discuss further. https://lnkd.in/e2UnqWBG #Q3 #Recognition #Promotion #Consultation

You heard it right... Single Family Offices can save 85% of their admin time with ORCA.⏳ A recent study by the SFOA - Swiss Single Family Office Association , UBS & the University of St.Gallen found that Swiss SFOs generally have a small number of Swiss based staff (7 on average) but need to collaborate with an average of 20 staff outside of Switzerland. These SFOs have to effectively collaborate across the globe as they deal with high value, high accuracy tasks, which means efficiency is everything. ORCA was built with this intention. To help SFO teams seamlessly collaborate, in the most efficient way possible, wherever they're located. 🌍 #getorcanized today! Book your ORCA demo here: https://bit.ly/ORCAxSFOs Read the full SFAO report here: https://bit.ly/sfoa-report #gettingthingsdone #privacyfirst #singlefamilyoffice #familyoffice #collaboration #teamwork #switzerland Tomas Hurcik Gregor Feichtinger Charmaine Tang Silvan Oberli Suter Raphi