PSA logo crest

31 things you can ask your assistant to do — and a few you shouldn’t

assistant dontask

“Can I really ask my executive assistant to do that?”

CEOs, executives and managers all over the world have asked me that question. The short answer is, yes. The slightly longer answer is that unless your company policy expressly forbids it, most EAs are ready, willing and able to do almost anything. Here’s the caveat. It’s all good as long as:

1. It’s not illegal.
2. The responsibility or task has been agreed upon as an expectation. In other words, ask her first and have a conversation. To ask first is respectful. To not ask is seen as disrespectful and a set-up for failure. Trust me, asking makes all the difference.

Why is there confusion? Because the role of the EA has changed dramatically over the past decade, with special emphasis on the post-2008 financial meltdown, when the workplace was thrown into the air like a deck of cards at certain companies.

Continue Reading

Courtesy of Bonnie Low-Kramen
https://www.bonnielowkramen.com

keynote Speaker

Nicole Middendorf

Nicole Middendorf

CEO of Prosperwell Financial and Wealth Advisor with RJFS

Nicole is a money maven, a knowledge junkie, and a born coach. Nicole became an entrepreneur in 2003 when she launched her wealth management firm. She is the author of five books, the mother of two phenomenal children, a world traveler, a philanthropist, and an accomplished public speaker.

Nicole shares financial advice and real-life perspective on saving, planning, and investing with audiences across the country. Her primary goal is to take complicated subjects and make them easy to understand. She works hard to empower people to make crucial, positive changes in their own lives.

Nicole Middendorf

Nicole Middendorf

CEO of Prosperwell Financial and Wealth Advisor with RJFS

Nicole is a money maven, a knowledge junkie, and a born coach. Nicole became an entrepreneur in 2003 when she launched her wealth management firm. She is the author of five books, the mother of two phenomenal children, a world traveler, a philanthropist, and an accomplished public speaker.

Nicole shares financial advice and real-life perspective on saving, planning, and investing with audiences across the country. Her primary goal is to take complicated subjects and make them easy to understand. She works hard to empower people to make crucial, positive changes in their own lives.

Prosperwell Financial provides personalized wealth management advice to effectively guide you through every stage of life. Our advisors help to plan your way toward true financial happiness, including financial retirement planning, college education savings, estate planning, asset management, insurance, and financial divorce planning. Founded by Wealth Advisor and Certified Divorce Financial Analyst Nicole Middendorf, Prosperwell Financial serves individuals and executives all across the U.S. We help you gain the confidence needed to be in control of your financial happiness.

The Wealth Advisors at Prosperwell Financial take the time to learn about you. We want to know your goals, dreams, and desires. As a mentor and coach, we guide you through the process of discovering your financial options and possibilities. Whether that means planning for retirement, converting an IRA, working with a 401k, or wealth management services, Prosperwell Financial will have you covered.