Sign up for the August 2023 CLT Office Hours for an opportunity to get to know the leadership team and have your questions answered, because at CLT Office Hours – you set the agenda! At this month's session, the following CLT members will be participating: Susan McKenna (CEO), Joanne Del Signore (Head of People Experience), […]
Back by popular demand, ‘No Internal Meeting Fridays’ will return in August. The CLT is excited to reintroduce a work-day completely free of internal meetings! We ask everyone – leadership, managers, team members – to respect this policy and refrain from scheduling any internal meetings on Friday. This includes cross-functional meetings, team meetings and manager 1:1s. If you currently […]
Join members from the People Experience team as they breakdown the 2023 engagement survey results and review next steps for action plans. Zoom link: https://emoneyadvisor.zoom.us/j/95865933960?pwd=N3NQc1JBMTFkcVVEb0lvOXRiOWNFQT09 For those in Client Support, please submit your request directly to wfm@emoneyadvisor.com to attend. The team will reply back to let you know the status. Please hold off on accepting […]
Back by popular demand, ‘No Internal Meeting Fridays’ will return in August. The CLT is excited to reintroduce a work-day completely free of internal meetings! We ask everyone – leadership, managers, team members – to respect this policy and refrain from scheduling any internal meetings on Friday. This includes cross-functional meetings, team meetings and manager 1:1s. If you currently […]
Competencies this training will help with: Communicates Effectively Self-Development Demonstrates Self Awareness This course shows you how to package their ideas in a way that will win over even the most skeptical individuals. Participants learn strategies for: Effectively capturing people’s attention Transforming their perspectives Gaining their commitment to taking action For those in Client Support, […]
In our next "Meet the Team" session, we'll hear from Frank Tropiano, Alex Rivera, Tarnisha Bruce, Alana Harper, and Linda Bello and all about what the teams in Client Services do to help support our clients. Meeting invite coming soon!
Competencies this training will help with: Communicates Effectively Self-Development Ensures Accountability Decision Quality During this course, you will learn how to: Eliminate bad meetings (voted the #1 "time-killer" in organizations!) Make meetings more productive and inclusive Participants will embark on an activity-filled exploration of techniques to: Drive intentionality Create impactful agendas Encourage participation. Participants will […]
Back by popular demand, ‘No Internal Meeting Fridays’ will return in August. The CLT is excited to reintroduce a work-day completely free of internal meetings! We ask everyone – leadership, managers, team members – to respect this policy and refrain from scheduling any internal meetings on Friday. This includes cross-functional meetings, team meetings and manager 1:1s. If you currently […]
We invite all of you to take part in a challenge focused on – you guessed it – mindfulness. As a community, we’ll be working toward a goal of completing 110 mindfulness sessions. To join the challenge, make sure you’re signed up for Headspace, and then complete any mindfulness activities between September 4-17. From mini […]
In this course, individual performers learn how to: Effectively deliver both positive and developmental feedback. Be receptive to feedback and listen to accurately understand the speaker’s intended message. In the workplace, these skills help them to optimize and sustain their own and their coworkers’ performance. To register for these courses, please visit DIG via Okta […]
Tim Konrad (Manager, Advisor Sales) and Michelle Riiska (Financial Planning Services Consultant) will be in Atlanta attending the XYPN Live conference from Sept. 18-21.
Rachel Davidson (Senior Relationship Manager) and Patrick Matlick (Senior Financial Planning Services Consultant) will be representing eMoney at the Cambridge Ignite conference in Orlando from Sept. 20-22.
