Operations
Articles on the necessary business support activities such as finance, facilities, technology, and employee management that provide a foundation to ensure sales, marketing, and service activities are made possible. Tailored to financial service advisors, sales associates, and service associates. Examples: Hiring, Training, New Employee Setup, Payroll, Employee Development, Systems, Commission Structures, etc.
March 3, 2020
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When hiring, it’s a well-known fact that you don’t want to sell a position to a candidate during the interview process. During the interview you want the candidate to do most of the talking, while you listen, so you can qualify them. Selling the position comes before you interview a...
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July 16, 2019
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According to the National Ethics Association, one of the top five reasons E&O is paid is because of inadequate business practices. Errors were found because of the lack of knowledge, action that wasn’t taken, poor communication, and inconsistent business practices. When you look at how fast an agency moves and...
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June 18, 2019
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In business, the general rule of thumb is to be slow to hire, because hiring the wrong people can be a costly mistake. In the financial services industry, this is especially true. For most positions, you have to find team members that can do the work, pass the right background...
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May 23, 2019
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In the Financial Services industry, the conversation between sales teams and managers is often informal and even casual. We often hear, “We’re a small business, we know what’s happening.” Yet, we find that many financial services professionals are not having the right conversations with their sales team. Yes, they talk...
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October 2, 2018
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Financial Services Professionals are not having the right conversations, with the right team members, at the right times. In fact, most Financial Services Professionals don't hold regular meetings of any kind with their team.
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