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    Kim Bruce

    Production Processor for Partners Advantage

    Recent Posts

    Stress Management Techniques for Financial Professionals

    Posted by Kim Bruce on Wed, Mar 25, 2020 @ 12:30 PM

    STRESS IS EVERYWHERE! It’s waiting for you when you wake up in the morning and it’s there when you go to bed at night. It’s at home, which may be doubling as your office, it's in your car, it's on your phone…heck, you can’t escape it…ever. That's totally normal, especially right now! But it’s how you define it or how you let it define you that makes all the difference.

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    How to Organize Your Financial Services Office Space

    Posted by Kim Bruce on Tue, Mar 28, 2017 @ 05:12 PM

    Besides the obvious things like desks, chairs, internet, shelving and cabinets and a television, you’ll want to organize your financial services office space to optimize efficiencies. Most of your processes should be handled by your assistant or office manager and you’ll want to give them the tools to create the most efficient process possible.

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    Tags: practice management

    Get it Together! - the Impact of Organization on Productivity

    Posted by Kim Bruce on Mon, Jan 09, 2017 @ 05:37 PM

    We have all experienced that momentary panic when we can’t find our glasses, our keys, or our cellphones. It’s usually when we’re in a hurry, like when someone is honking in the driveway, or you are running late for an appointment. When the pressure’s on in some way, your heart rate increases, your cortisol and adrenaline surge, your palms get sweaty and you feel, just for a second, like you might explode.

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    Tags: practice management

    Welcome Clients with Skilled Front-Office Support

    Posted by Kim Bruce on Wed, Oct 12, 2016 @ 05:01 PM

    Your client's first visible or audible experience is typically with the front desk/receptionist and the reactions, behaviors, and attitudes of your front-office person create the first impression for your guest. This first impression creates an opinion that can either strengthen or degrade each relationship.

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    Tags: practice management

    Listen Twice as Much as You Speak: Business Communication

    Posted by Kim Bruce on Wed, Aug 24, 2016 @ 05:16 PM

    We all learned lessons as children when we were trying to be heard. “Don’t interrupt, the adults are talking.” or “Wait for your turn to talk.” Your current communication style has a lot to do with how you learned those first lessons.

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    Tags: prospecting, practice management, sales techniques


    This content is for informational and educational purposes only and is not designed, or intended, to be applicable to any person's individual circumstances. It should not be considered as investment advice, nor does it constitute a recommendation that anyone engage in (or refrain from) a particular course of action.