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11 Successful Ways to Shake Up Your Firm

From Financial Planning
Added on December 2013 in Manage Your Practice
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Summary: For Jeffrey Thomasson, founder of Oxford Financial Group -smooth waters mean it’s time to rock the boat.Thomasson says Oxford uses several strategies to creatively destabilize the firm’s culture and prevent complacency. Here are 11 that he recommends.
 

7 Things Every Great Boss Should Do

From INC
Added on December 2013 in Manage Your Practice
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Summary: Management fads come and go, but some things just don’t change. The fundamental values of good leadership and management determine just how effective you really are as a boss. Great bosses consistently inspire employees to perform well and remain loyal. Needless to say, those qualities play a major role in the long-term success of your business. Therefore, make sure you're doing the following seven things every day:

Six Ways to Create a Smarter Workforce in 2014

From Kenexa
Added on December 2013 in Manage Your Practice
1 visitor like this article | Viewed 4131 times | 0 comment

Summary: By now I’m sure you’re busy putting together plans for 2014. Now more than ever, it’s important that your organization gets the most out of its top resource – its people.So before you finalize those plans, Blogger, Tim Geisert wants to share six tips you can use to create a smarter workforce in 2014. Follow this advice, and watch how it energizes your workforce.

Tips For Dealing With Entitlement Issues With Your Gen Y Financial Planning Team

From A Nerd's Eye View
Added on December 2013 in Manage Your Practice
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Summary: Hiring young "Generation Y" financial planners has its challenges, as today's generation of new financial planners have some fundamentally different views regarding work/life balance and work expectations that will shape how they navigate their careers. Gen Y planner and NAPFA Genesis founder Dave Grant shares some of his experiences with the difficulties of dealing with Gen Y entitlement issues, reflecting on some of his recent challenges with his own entitlement demons that crop up from time to time.

Time to Hire a Professional Manager?

From Financial Planning
Added on December 2013 in Manage Your Practice
1 visitor like this article | Viewed 3846 times | 0 comment

Summary: An increasing number of growing advisory firms reaching from outside the business to bring in professional managers -- as they should be doing, say industry experts. So what should firms seeking to bring in outside professional managers be looking for, asking and offering?

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