In this episode, Zane Stevens discusses the importance of continuous learning and improvement, emphasizing the need for open-mindedness and willingness to change. He shares insights from the performance appraisal process at Protea and highlights the significance of personal development and adaptation in a changing world. Takeaways – Continuous learning and improvement are essential for personal…
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Common Challenges in Monthly Closing for Wine Businesses: Solutions and Strategies
The monthly closing process is crucial for wine businesses, serving as a cornerstone for financial accuracy and operational efficiency. However, it comes with its fair share of challenges. From managing inventory to ensuring compliance with regulations, wine businesses often find themselves navigating a complex landscape. Here at Protea Financial, we want to explore these common…
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The Power of a Smile: Enhancing Leadership, Teaming, and Relationship Building
As a psychologist who always emphasizes that “Business is Human”, I believe that understanding the emotional underpinnings of our interactions is key to success in any professional setting. Therefore, in this blog, I write about harnessing the power of a smile to transform leadership, teamwork, and relationships. Smiling and Leadership Leadership is as much about…
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The Pitfalls of Manual Bookkeeping and the Automated Solutions Available
Manual bookkeeping has been the backbone of business accounting for centuries. While it has its merits, the digital age has exposed the inefficiencies and risks associated with this traditional approach. For many businesses, the time-consuming nature of manual bookkeeping can slow down operations and hinder growth. Here at Protea Financial, we want to cover the…
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Andrea Christensen on Nurturing a Century-Old Legacy in Insurance
The H&N Christensen Company: A Testament to Family, Community, and Adaptation In our first episode of Protea Conversations, we had the privilege of spotlighting Andrea Christensen, the third-generation principal at H&N Christensen Company, an insurance agency with deep roots in San Anselmo, California and operating out of Petaluma. Founded by Andrea’s grandfather in 1923, the…
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Protea Weekly – Episode 24 – Be kind – it is good for you and those around you
In this episode, Zane Stevens discusses the importance of kindness and how it can positively impact individuals and communities. He shares his frustration with a lack of sportsmanship in youth sports and emphasizes the need to teach children kindness and respect. Zane explores the difference between kindness and niceness, highlighting that kindness involves listening, understanding,…
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