Of all of the things that need to be streamlined and organized, communication should be at the top of any Estate Manager's list. Slack pulls a huge portion of minor texts and emails out of your inbox and into a repository for the entire team to reference and creates a platform for targeted group communication. Here's how to set up Slack for your team. PRO MEMBER CONTENT
Mutual respect, clear boundaries, and well-defined expectations help everyone enjoy their work and professional arrangements.
In our latest Ask an Expert session, I had the chance to speak with Sara Hobbs of Forecastle Financial, a Personal CFO who works directly with high-net-worth households. We talked about what it means to be a Personal CFO and how Sara’s role includes much more than bookkeeping
Do you want technology that services your needs and much more? Find out how EstateSpace can help elevate all.
