The Top Five Hybrid Work Mistakes

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Hybrid work has become the new normal.

Although some advisors and teams have mastered hybrid work, many advisors are making common mistakes.

What are some strategies to enable you to accomplish vital tasks and achieve results in this new environment?

How can you set yourself up for a seamless and successful transition from office to home to remote work and back to office again?

Improve your own and your firm’s productivity by sidestepping these top five hybrid work mistakes:

  1. Not setting boundaries when in the office

Many advisors are consumed with long and/or unproductive meetings and distracted by interruptions while in the office.

Revisit best practices for effective meetings.

Create new boundaries in the office.

The office door closed (don’t interrupt) and office door open (okay to knock) strategy is one many advisors adopt.

Maintain your online calendar at the office much as you do when remote or at the home office.

Use scheduled meetings in the office to get ahead of questions so there is time for ad hoc conversations or individual work.