Hiring Your Own Personal Assistant from Michelle Randall’s Prospective

Michelle Randall is a solo consultant with two school-aged children and has had personal assistants work for her for years. Their duties range from decorating the house and laundry on the personal side to assisting with business mailings and research on the business side.
The pros are that she is able to do exactly what she coaches her senior executive clients to do – that is to always function at their highest and best use. This pertains to business as much as spending quality time with family because she delegates lower level tasks of a personal and business nature to someone she trusts. The cons are that the tasks are done with varying levels of quality and care, whereas if she did them herself she would put her heart into it more – but the things get done, which is worth it!
If you ask the difference in “VIPs” vs. “common people” when it comes time to assistants, she affords a personal assistant in order to spend her most precious resource, time, the way she chooses. She believes that makes her a “VIP” in her life.
To read an article she is quoted in about personal assistants, click here.

Core Leadership Competencies for Financial Professionals

Something you may not know about me is that in addition to my consulting work I am also a co-owner of a landscape contracting company, and as such rely on financial professionals in the running of that company.

I recently received a request from a journalist to share my thoughts in the core competencies today for CPA’s and other financial professionals. Here are my observations:

A great financial services leader communicates completely, candidly, and directly.

Too often, I’ve seen financial professionals believing that they’ve stated a set of concerns very clearly, but the client doesn’t really grasp the severity of the situation. The same can happen with their own employees.

Get confirmation that your message has been received and understood instead of just delivering it. A weak leader avoids conflict by throwing out information without verifying understanding.

A weak financial services leader will take and cling to toxic business, such as the client who borders on abusiveness with staff, etc…

The leader who is run by fear of losing any business, including bad business, is weak – and running their business into the ground. A great leader will regularly cull their client list until their book is filled with clients who treat them and their staff with respect, pay on time, and generate work that fulfills the organization.

Which do you sound like?