0 visitor like this article | Viewed 4418 times | 0 comment
Summary: In this guest post, practice management consultant Teresa Riccobuono of Simply Organized shares the most important factors for successfully hiring a great administrative employee, including developing not only an effective job description and also a functional job posting (which is not the same thing and can help save a tremendous amount of time)
0 visitor like this article | Viewed 4168 times | 0 comment
Summary: My team shuts their doors all day long. I’m a very social person and as leader of the firm I want to engage and have discussions about what’s working and what’s not. Even if I have impromptu meetings to discuss things, they will rarely participate unless directly asked for their opinion.
0 visitor like this article | Viewed 4118 times | 0 comment
Summary: More than half of the financial advisors working today won’t be working full time 10 years from now, and more full-service broker-dealers will have retreated than independent BDs or RIAs. But after 15 years RIAs will be leading the departures, followed by IBDs.
0 visitor like this article | Viewed 4116 times | 0 comment
Summary: Every year, many owners (or partners) of advisory businesses, sometimes even founders, are asked to leave their firms for reasons ranging from underperformance to poor relationships or disastrous mistakes they have made.
0 visitor like this article | Viewed 4097 times | 0 comment
Summary: How can I pull a team together most effectively? We have spent a lot of time in the hiring process identifying great people and each one – on their own – is very good. But when they come together they all jockey for the top-dog position.
