Does your company use continuously updated analytics to make decisions? If you’re like many companies I’ve helped, the answer is probably not very well. With different documents and half-baked KPI (Key Performance Indicator) tracking...
The most successful work environments are those where collaboration is facilitated among team members to improve productivity. Productive collaboration promotes out of the box thinking, improves employee retention, and helps discover viable solutions to long-standing company-wide problems. In order to facilitate this type of interaction, you need to keep three main points in mind…
The most successful work environments are those where collaboration is facilitated among team members to improve productivity. Productive collaboration promotes out of the box thinking, improves employee retention, and helps discover viable solutions to long-standing company-wide problems. In order to facilitate this type of interaction, you need to keep three main points in mind…
Our Boost Call is for businesses that need a second opinion and practical, actionable steps on an area of the business. The topics can range from quick financial projections, compensation adjustments, productive online staff meetings, “virtual” accountability techniques, process/workflow adjustments, video call or scheduling tool setup and best practices and more.
Tech and Psychology Tips on Working from Home
Most advisors are clear on their goals, but few can articulate how they’ll afford to get there. The first step is using a 1-year Business Projection to clarify your vision and align your budget to support it. Ready to learn more? Follow the link for a list of benefits and an exercise to get started.
The way you approach the onboarding process for a new hire speaks volumes about the way you view your staff. Do you consider them a means to an end or an investment in your firm’s future?
Tired of wasting time and money on the hiring process only to strike out? It’s likely you aren’t taking the right steps for recruiting the best fit. Read this article for a sneak peek of our proven method.
So often, advisors become isolated in the world of their own firm and fail to check for areas that could use improvement. Check out our comparison here and see how your firm measures up.