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The Rough Notes Company Inc.

Management

    KEY “NEEDLE MOVERS”

KEY “NEEDLE MOVERS”

Winning Strategies By Roger Sitkins KEY “NEEDLE MOVERS” What can you implement this year to make a difference in your operation? If you’re reading this article, I assume you want your agency’s results to improve dramatically—that you want to win at higher levels this year than you did last year. It’s no accident that this column is named “Winning Strategies.” Obviously, we want you to win! So, as we embrace

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    GIFTING CLIENTS AFTER THE HOLIDAYS

GIFTING CLIENTS AFTER THE HOLIDAYS

GIFTING CLIENTS AFTER THE HOLIDAYS Create a strong partnership by sending meaningful gifts at appropriate occasions By Leeatt Rothschild The corporate holiday gifting craze may have just ended, but the window for sending gifts to clients is still wide open. Regardless of whether you just sent them out in December, you should rethink your gifting strategy this year and send something outside of the holiday season. Why? As an independent

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    VOLUNTEER RISKS

VOLUNTEER RISKS

VOLUNTEER RISKS The importance of volunteer screening in human services organizations By Robert J. Brewer On an annual basis, approximately 63 million people across the United States volunteer. That’s according to the Corporation for National and Community Service, a U.S. federal government agency that engages more than five million Americans in service through AmeriCorps, Learn and Serve America, Senior Corps, and other national service initiatives. Active volunteers help to improve

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    ANXIETY AND STRESS IN THE WORKPLACE: CHALLENGES AND STRATEGIES

ANXIETY AND STRESS IN THE WORKPLACE: CHALLENGES AND STRATEGIES

Beyond Insurance By F. Scott Addis, CPCU, CRA, CBWA, TRA ANXIETY AND STRESS IN THE WORKPLACE: CHALLENGES AND STRATEGIES Learn coping skills and cultivate gratitude It was a typical Sunday morning for Philadelphia Eagles Pro Bowl right guard Brandon Brooks. He awoke at 4:00 a.m., vomiting uncontrollably. As he had experienced this illness numerous times in the past, he expected that he would improve by the time he arrived at

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    SOCIAL ANXIETY

SOCIAL ANXIETY

Management by Coaching By Kimberly Paterson, CEC SOCIAL ANXIETY The secret to feeling confident in uncomfortable social situations Marissa is among the best marketing people in the business when it comes to the technical part of the job. She’s smart, hardworking, and has an uncanny ability to match the right submission with the right insurer. Where she struggles is with the human factor. Marissa dreads dealing with what she describes

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