From the July 2006 issue of Investment Advisor • Subscribe!

Mark's Rules on How to Handle Bosses

If you have a problem with somebody, deal with them directly instead of triangulating with a third party.
  • If you feel you are being underutilized, meet with your performance coach or mentor and let them know of your desire to be challenged.
  • If you need clarity, ask for it. Suffering in silence will only get you an ulcer.
  • If you feel you are not up to a certain job, say so.
  • If the client or the work becomes more complicated, or you become more anxious in the middle of it, address it with the relationship manager early so that it and you don't get out of control.
  • If you feel you need more training in a certain area, ask for it.
  • If you get criticized for your work, don't take it personally but learn from it. Ask the person how you should approach this in the future.
  • If you feel you are being asked to stretch outside your role, take it as far as you can but know when to ask for help. Sometimes enthusiasm for your development can be greater than it is fair or safe.
  • Be careful about having too many beer-and-bitch sessions--if the issue keeps coming up and it's bugging you, you have a responsibility to air it so that it can be solved.
  • Do not accept that any partner or senior advisor is too busy for you--it's their job to help you be better.
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