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We help guide clients through every step of the financial planning and application process to help them achieve their desired goals and objectives. This includes presenting a plan that demonstrates how our recommendations and strategies can help both in the short and long term. Our initial meeting focuses on understanding a client's personal and financial goals so we can develop a tailored solution to help meet their desired outcomes. We then periodically review plans to ensure clients stay on track as their needs may change over time.
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Mary O. Castillo is applying for a position and has extensive experience in property claim adjusting with strong leadership, critical thinking, and professionalism. She offers a solid background in leadership, strategic planning, claims adjusting, business operations, budgeting, contract negotiations, client relationships, process improvement, project management, problem resolution, and compliance. Her ability to build productive teams, resolve complex issues, and communicate goals has contributed to success in previous organizations.
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As an account executive, the document discusses running a full cycle recruiting desk and helping candidates advance their careers. Recruiters provide support through the entire process, from finding qualified candidates, helping with resumes and interviews, negotiating salaries, and assisting with relocating or resigning from current roles. The goal is to build trust with both candidates and clients, and to guide candidates toward new opportunities and career progress through change. Recruiters work to continuously generate new job placements while supporting current candidates.
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The document provides guidance on leading organizational change through a multi-step process. It recommends developing a sense of urgency around the need for change, recruiting influential leaders to form a change coalition, creating and communicating a clear vision, removing barriers to change, achieving early wins to build momentum, continuously improving and building on successes, and integrating the change fully into the organizational culture. Following this process can help increase the chances of successfully implementing lasting change.
Health 2.0 pre ga slides day 1 & change management
The document discusses leading organizational change and includes the following key points:
1. It outlines Kotter's 8 steps for leading change including creating urgency, forming a coalition, developing a vision, communicating the vision, empowering action, creating short-term wins, building on change, and anchoring new approaches.
2. It discusses the 4 phases of a change process: alertness, understanding, acceptance, and action and the role of change leaders in each phase.
3. It identifies the different roles in a change team including problem knowers, problem solvers, resource controllers, and decision makers.
Get Scrappy: A (Small) Business Owner's Guide to Marketing on Less
Get Scrappy is a pared down, practical guide about how to incorporate marketing into the heart of any business plan.
Packed with expertise from Fortune 500 marketers and SMB consultants, Get Scrappy provides real-life examples on how organizations, even those on less time and money, can make seemingly tactical objectives become strategic initiatives that generate results.
Do more on less. GET SCRAPPY.
6 Mistakes Organizations Make When Trying to Implement Transformation
I had the honour to publish an article about 6 mistakes organizations make when trying to implement transformation.
Workfront: 7 Experts on Flawless Campaign Execution
1) Effective campaign execution requires clarity, collaboration, and communication. Marketing teams must have a clear understanding of campaign goals, audiences, and objectives.
2) Collaboration is important from the early strategy phase by incorporating diverse viewpoints. This helps balance best practices with innovation and prevents disruptions.
3) Consistent communication is needed internally with stakeholders and externally by setting expectations and providing regular updates. This helps ensure alignment and flawless execution.
Wcr seo tips from JD Spagnola of Allure Technology
SEO tips for Real Estate agents from JD Spagnola of Allure Technology. This was a handout for the Santa Cruz Women's Council of REALTORS event June 11, 2014.
Empowering Ad Operations to Create Growth
A story of transforming people, process and technology to generate growth in media sales and operations.
With quotes and anecdotes from Mark Bernstein, VP of Business Operations at Kelley Blue Book.
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