The processes you use to order merchandise for your company are vital to control risks, prevent fraud, ensure maximum savings and maintain regulatory requirements. You should develop a checklist to ...

Gina Baker is an experienced content strategist, SEO enthusiast, editor, and writer focused on empowering and educating agents and brokers. Before joining HousingWire, she was the site lead at The ...

Are you submitting a VA appeal but are not sure what to do? Here are some hints to make it easier. First, see our Step-by-Step guide to filing an appeal for detailed information on which type of ...

In our hectic, always-on world of work, it’s imperative to take the opportunity to orient yourself on what’s important every day. The alternative is to let circumstances dictate where you go and what ...

Client meetings are one of the most important touchpoints we as financial advisors can have with our clients. A well-executed client meeting is an opportunity to build clients’ trust and confidence in ...

Many of us have repetitive tasks to complete. Often we find that if we don’t have any guidance, we may forget certain steps in a process. Sometimes even with simple steps involved we can get ...

In the ten years since Dr. Atul Gawande published The Checklist Manifesto, the use of checklists has proliferated in fields from medicine to investing. Gawande, a surgeon, made a particular focus on ...

Your team has just finished releasing a new product or feature. Buzz is in the air, sales are climbing, and a “good job team” is handed out to everyone. So what’s next? If you think the next step is ...

Discover a friendly, step-by-step 30-day onboarding checklist for new restaurant hires, covering paperwork, training, mentorship and performance milestones to boost staff confidence and reduce ...