Q: “Denise, I am excited about your upcoming investment class, and I want to get my assets and accounts organized before the class. What would you suggest I do for tracking purposes?” A: Great question and I am so glad you are coming to my class! I love the Future Value Calculator because it allows […]
Posts Tagged ‘organization’
Q: “Denise, I am working on organizing my office next week. Do you have any fun organizational tips?” A: I do! I love organization. Here is how I would tackle it: 1. Remove everything that isn’t in the right place. That is right. Take it out in the hall, into another room or somewhere where […]
April 18 (tax day this year) is coming up quickly and many of us are experiencing the nail-biting tension of getting receipts and forms in order. If there’s any time of the year that forces us to face our own shortcomings with a head-on vengeance, it’s tax day. The below lessons are not just relevant […]
It seems like getting one’s office organized has been on most of my clients’ minds this January. However, like many busy people, it can be difficult to know where to start. If this sounds like you, here is a list of areas you may want to tackle in the coming weeks: 1. Filing – If […]
Q: “Denise, I have been trying to clean my office, but every time I start, I spiral into feeling completely overwhelmed! What do you suggest?” A: What I suggest may overwhelm you at first, but it is actually a great way to handle this situation. (I would recommend getting a helper or two.) Step one […]
Q: “Denise, I read your article last week on filing systems. This all sounds good, but over the last 15 years I have been in business, I have accumulated a lot of files. A LOT!!! Frankly my filing system isn’t so much a system as an unmitigated disaster. I don’t even know where I would […]
One of the best ways to give your business a boost is to make a conscious effort to get your business organized. Last week I addressed computer file management. Here is a list of some additional areas in your business that could use some organizing.
Q: I have too much to do every week and I am getting so far behind. How do I manage my time more effectively? I feel like I’m drowning!
Organization of any kind comes easy to some and not so easy to others. Most real estate agents are juggling many different clients at one time and find it hard to think about organizing anything other than their time to manage their clients. But when you calculate the amount of time that is wasted or […]
Q: Denise, what do you think about receipt scanning and filing systems? A: I think this is a great idea if you plan to keep up with it each month. If not, then you will have some receipts scanned, some not, and organization of these can be a challenge. Furthermore, if you scan receipts you […]