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Business Success Newsletter

October 2007

oldtown
Dear Linnea,

Welcome to this edition of the Business Success Newsletter, dedicated to helping business owners build a better business...today!

Many of your businesses thrive on referrals that you get from your clients and your networks of related professionals. This month we take a look at some ways you can make your referral systems work even better! 

We also bring you more valuable information from guest writers Teri Milligan on QuickBooks Tips and Chris Olmsted on Employment Law to help you incorporate best practices into your business operations.  

Don't miss our schedule of Teleclasses and Webinars. Our monthly Businesses Getting Results series is open to the public as well as Advisors On Target clients.

A reminder about our new On Target Online Program!  Click on the Calendar Page on our website to see how you can receive a year's worth of Teleclasses and access to online tools for one low price!  Current On Target clients receive these benefits automatically and do not need to sign up for the classes.  However if you are not already an On Target client, the On Target Online program is a great way to get started on building a better business.  

Wishing you a renewed sense of purpose...and action,

Linnea Blair

In This Issue
Upcoming Events
Quotable Quotations
Are You Referring Business to Me?
QuickBooks 2008 is Now Available!
Misbehaving Employees - Protected by Disability Law

What's Next?


As we move with ever increasing speed towards the holiday season, it is time to review your end of the year marketing strategies. 

Have you followed your plan to carry out the marketing activities that will ensure that you have plenty of business for the last couple of months and into the new year?  

If you haven't yet taken action, the coming month is a great time to at least reach out to your existing customers and prospects, and give them an extra touch to thank them for their business and remind them that your company is here to increase their quality of life in whatever form that takes in your business.  
Need a Coach to help you get started?

Give us a call at 858.320.8996 and let us help you take the next step towards making your 2008 your best year ever!

Advisors On Target has options that work for you:
 
~ Business Coaching
~ Individual Consulting
~ On Target Group Program
~ Business Performance Review
~ On Target Online  

Find out more....

Upcoming Events:

Failing to Plan is Planning to Fail

Thursday, November 8, 2007 - 1:00 PM Eastern
(12:00 PM Central, 11:00 AM Mountain, 10:00 AM Pacific)
Telebridge: 1-605-990-0400
Passcode: 859383#

The business plan is an excellent tool for defining your company's strengths and
challenges, describing the competitive conditions in the market, business financial needs, ways to promote products and services, and assessing the skill sets a team needs
to be most productive.

Building on last month's teleclass, in this webinar you will learn the key steps
required to create a business plan and how to use it in your sales processes, to aid in inducting team members, to deal with banks and other capital sources, and to educate new suppliers about the nature of the business

For more info. or to register for Tele-classes, click here

Quotable Quotations

"Business is never so healthy as when, like a chicken, it must do a certain amount of scratching for what it gets."

~ Henry Ford

Are You Referring Business To Me?

Getting other people, your customers, suppliers or other business associates you have dealings with, to recommend your business to others is one of the most economical ways to grow trade. A referral comes pre-qualified as a hot lead because of the positive recommendation they have received about how good your product or service is.

Encouraging referrals should be an active process. You can do nothing and just hope people will refer you - or you can work on making it happen. Here are some ideas on how to make it happen.

1. Make it easy for people to refer you
Make referral a convenient and simple process. Instead of requiring referrer businesses to keep your details in mind or go to a directory to find them give them some materials such as a bunch of your business cards or a small brochure to display.

Now you don't put your referrers on the spot over explaining what you do or why you do it or how to contact you - it's all there in the brochure. Brochures and business cards out on display also keep you front of mind with the referrer.

In professional services firms one of the best strategies is to let potential referrers know exactly what sort of person you would like referred to you. The person being asked probably doesn't have a clear idea of what a great referral would look like for you and so don't feel sure about who to mention you to. Think up a short clear statement describing the type of client you service best. For an architect it may revolve around the type of work they are best at - building dwellings or factories; doing sensitive restorations; creating energy saving homes.

2. Reciprocate - prudently
When another business person refers someone to you a tacit understanding of reciprocity is set up. They will likely expect referrals from you in return.

Try and keep a balance between the number of people a business refers to you and how many you refer to them. Where one person is  getting all the referrals without reciprocating a 'trade deficit' occurs and can generate bad feeling or even dry up the flow as they swap their referrals to other businesses who do reciprocate.

On the other hand be sure you really do trust the quality of service of businesses you refer people to because if they happen to fail the customer your business will suffer by association.

3. Reward your referrers
Because referring is a reciprocal obligation and sets up a social bond between the referrer and the referee it helps to cement the relationship by observing a few social niceties. When a customer tells you they have been referred to you by Business Y take the time to thank your contact at Business Y. Where your referrer sends a lot of business your way an occasional gift or even a referral fee might be in order. For major customer accounts it might mean sending them a birthday card or personal note about the birth of a child.
Don't become complacent about your referral sources. Make the people who refer to you feel appreciated and they'll want to refer you again and again.

4. Build your network of referrers
Everybody is a potential referrer for your business including family members, friends, business associates and current customers.

Think through who could be a possible referrer for you and how you can make it your name that comes to mind when they are thinking of advising someone about a business that could service their need.

For many small business owners a consistent flow of referrals has been the basis on which they have built their entire business. In professional services firms referrals can be the most productive source of clients. People want to do business with other people they know, like and trust and when that person refers them on to you, some of that trust automatically attaches to you.  That's why referrals are so valuable - having someone's trust is the very best starting point for making a sale.

Information for this article is sourced from RAN ONE.

QuickBooks 2008 is now Available!
By Teri Milligan, QuickBooks Consulting and Implementation

Terri MilliganThe newest version of QuickBooksTM has been released and there are some great new features to make your life easier.

Send E-mails from QuickBooksTM using Outlook or Outlook Express -Click the "e-mail" button from within a QuickBooksTM form or report and an Outlook e-mail from your Outlook system will open up.  This allows you to send e-mails from QuickBooksTM in one step and have your e-mail system track them at the same time.

View unbilled time and expenses for all clients on a single screen and transfer to an invoice with one click. Instead of creating an invoice from scratch, simply open the Invoice for Time & Expenses screen and select the client and project combination. Outstanding unbilled time and expenses are transferred directly to an invoice.

Import customer, vendor and item data more easily using the new Microsoft Excel import template. You can assign each column in your existing Excel spreadsheet to a corresponding QuickBooksTM column. Save these settings to use again the next time you want to pull in data. You can even preview your data before you transfer it.

New Premier 3 User Edition allows you to purchase three copies of QuickBooksTM for savings of up to $150 on the cost of three separate copies.  Plus, you can add up to two additional users for a total of five users.

For users of QuickBooksTM Merchant Services, you can take an order or schedule a reservation (e.g.  hotel room), verify the validity of a customer's credit and pre-authorize a transaction.  Confirm availability of funds by authorizing the expected sale amount, without getting charged for a discount percentage fee.  At a later point, when the service or shipment is complete, you can complete the sale through merchant services without recharging the credit card.

Track billable hours right from Microsoft Outlook with the new and improved Time Tracker. Time Tracker for Microsoft Outlook transfers time from existing Outlook calendar appointments to your QuickBooksTM. Designate meetings, e-mails and appointments in your Outlook calendar for billing, and seamlessly submit them to Time Tracker. You can also edit client, service, and duration information before submitting.

To order QuickBooksTM 2008, review the new features, or compare products, go to www.terimilligan.com and click on "Order QuickBooksTM".

To learn how to use QuickBooksTM more efficiently in your business you can contact Teri at 619-463-6851 or by e-mail at teri@terimilligan.com.
Misbehaving Employees May Be
Protected By Disability Law
Law
By Christopher W. Olmsted, Attorney
 
A recent holding by a U.S. Ninth Circuit Court of Appeal protects workplace misconduct resulting from a disability, expanding the potential for employer liability under the ADA and state laws such as the California Fair Employment and Housing Act ("FEHA.")
 
The case addresses this question: What happens when an employee with a mental disability misbehaves in the workplace? If the mental disability causes the employee to misbehave and violate workplace conduct rules, can the employer discipline the employee? 
 
The common sense general rule in many jurisdictions is that an employer may avoid charges of disability discrimination if it can show that for legitimate business reasons it punished the employee's violation of job-related rules of conduct or performance criteria, even if such behavior resulted from a mental disability.

However, in Gambini v. Total Renal Care, Inc. dba DaVita, 486 F.3d 1087 (Wash. 2007), the court protected misconduct caused by a disability. Ms. Gambini worked for DaVita as a contracts clerk. After she had emotional breakdowns at work, she informed her manager that she had been diagnosed with bipolar disorder.

In the ensuring months, as the condition became more severe, Ms. Gambini became increasingly irritable. Her managers noticed these behavioral and performance problems, and called her into a meeting to discuss a performance improvement plan.
 
At the meeting, when the mangers handed Ms. Gambini the PIP, Ms. Gambini began to cry. After reading through the entire PIP, she threw it back across the desk, and in a flourish of profanities, expressed her opinion that it was unfair and unwarranted. Before slamming the door on the way out, she hurled several choice profanities at her manager. There was a dispute about whether she warned her managers that they would "regret this." Back at her cubicle, she was seen kicking and throwing things around.
 
The next day she checked into a hospital, and the HR manager put her on provisional FMLA leave. One day later, the HR manager terminated her for the misconduct during the PIP meeting.

In the ensuing disability discrimination case, Ms. Gambini asserted that her conduct was caused by her mental disability. Rejecting that claim, the trial court refused to instruct the jury that "conduct resulting from a disability is part of the disability and not a separate basis for termination." The jury subsequently returned a defense verdict.

On appeal, the Ninth Circuit reversed and remanded for a new trial, finding that the jury instruction should have been given. The court wrote that Ms. Gambini's "'violent outburst' [at the meeting] was a consequence of her bipolar disorder, which the law protects as part and parcel of disability. In those terms, if the law fails to protect the manifestations of her disability, there is no real protection in the law because it would protect the disabled in name only."

The rule has limitations and exceptions.
  • If disability-caused behavioral problems render the employee unable to perform essential job functions, the employer need not tolerate the misconduct.
  • Employers need not tolerate current drug or alcohol abuse.
  • There is no duty to accommodate "egregious and criminal conduct." Engaging in illegal, violent or dangerous conduct would disqualify an employee from protection, along with any credible threats of violence.

So far there are no widespread reports of disability discrimination claims relating to conduct caused by a disability. The potential, however, exists. According to the National Institute of Health, mental disorders are common in the United States and internationally. An estimated 26.2 percent of Americans ages 18 and older - about one in four adults - suffer from a diagnosable mental disorder in a given year. While not all mental disorders qualify as mental disabilities under the law-particularly under the ADA's rigorous standards-these statistics reveal fertile ground for employees' attorneys to take full advantage of the Ninth Circuit's rulings.

Mr. Olmsted is an attorney with Barker Koumas & Olmsted, LLC, in San Diego. For more information about labor and employment law issues, you may reach him at (619) 682-4040 or by email at cwo@barkerkoumas.com or you may visit www.barkerkoumas.com.

The article presented herein is intended as a brief overview of the law and is not intended to substitute as legal advice. Any questions or concerns regarding any statute or case law should be addressed to a licensed attorney.
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 Linnea Blair
Advisors On Target, LLC
(858) 320-8996