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Category: Pro Blog

Mentorship, Coaching, or Training?

Mentorship, coaching, and training are distinct approaches to professional development, each with its own unique characteristics and benefits. As we approach the launch of our mentorship platform, let’s dive into the nuances of each.

The Ultimate Agency List

It’s time for us to update our ‘Ultimate Agency List’ for 2024. Who should we add? Any we should reconsider? Let us know in our survey.

Managing Storage Inventory

Are you starting to gather your holiday decor? Can you easily get your hands on last year’s favorite pieces and family traditions? A detailed storage inventory plan and worksheet can make your job much easier!

Seating Arrangements

Whether you’re seating 10 or 100, it’s important to know who is seated where and what’s important to them. Seating charts are the tool for the job. We’ve created Canva templates for several typical layouts, and it’s easy to cut and paste the elements to create your own.

Wynn Win // Loaning Fine Art

When a high-value piece of art is acquired, where it ends up can have significant effects on how it is taxed. Consider the benefits of loaning art to cultural institutions for major savings.

Post-Hurricane Property Inspection

While each situation is unique, the essential elements of a home are consistent and there are certain steps to follow to ensure the home is safe for use and in proper working order after a hurricane.

Estate Manual Essentials: The Fire Safety Plan

By identifying potential fire hazards and assessing the condition of fire prevention systems, you can plan procedures that will mitigate risks and ensure the safety of residents and staff should something happen.

Documenting Employee Disciplinary Actions

Documenting disciplinary actions for domestic employees is necessary to comply with labor laws, ensure fairness and consistency, and provide a record for performance evaluation and improvement. An Estate Manager should include a progressive discipline policy in their Employee Handbook and Estate Manual. PRO Content

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