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The Rough Notes Company Inc.

Management

    VIOLENCE IN THE WORKPLACE

VIOLENCE IN THE WORKPLACE

Mitigate risk by recognizing signs of troubled individuals and following best practices during the hiring process Earlier this year (see the April issue of Rough Notes), I wrote an article on the education sector, which contained a section about active shooter coverages. That same month I attended the RIMS conference in Philadelphia, where I heard a session on workplace violence. Since you’re reading about it now, apparently I felt the

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    EXPIRING LEADERSHIP SKILLS

EXPIRING LEADERSHIP SKILLS

LEADERSHIP A practical look at five key skills that are vital to leading in today’s business environment Are you getting the results you want—not just from your top people, but from all your people and your organization as a whole? Leading to achieve the results you want has never been more challenging. The demands on today’s leaders are intense, and they’re constantly changing. Being effective requires a new and broader

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    CREATING NEW INDUSTRY LEADERS, ONE INTERNSHIP AT A TIME

CREATING NEW INDUSTRY LEADERS, ONE INTERNSHIP AT A TIME

Customer Service Focus Involving capable CSRs creates new opportunities for them and for the firm I was 18 years old when I completed my first summer internship in Washington, D.C. I had two amazing mentors: One was a manager, Mr. Crandall; the other was a program analyst, Mrs. Myers. Mrs. Myers knew the nuts and bolts of the office, and she helped me navigate that summer smoothly. She answered all

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    BUYER BEWARE … AND PREPARED

BUYER BEWARE … AND PREPARED

Agency Financial Management Due diligence is a critical component of acquisitions They emerged from different centuries, but they’re both timeless pieces of advice. Caveat emptor, let the buyer beware, first appeared as guidance in marketplaces during the Middle Ages, where the message reminded purchasers to make careful choices. Be Prepared was coined by Robert Baden-Powell in 1908 as the motto for the Boy Scouts, and it continues to urge Scouts

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    YOUR SALES FUNNEL’S ALL WRONG. AND HERE’S WHY

YOUR SALES FUNNEL’S ALL WRONG. AND HERE’S WHY

Beyond Insurance When you turn your sales funnel upside down, it’s easy to envision each stage of the sales cycle as a path up a mountain—a path with numerous steps We need to develop a path that not only leads some prospects to a final sale, but we also need one that appropriately identifies, qualifies, and eliminates prospects along the way, depending on their predisposition to purchase the final product

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