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.
In the fast-paced world of financial services, efficient task management is a crucial skill. It's all too easy to forget important tasks when they come at you from a variety of sources: emails, phone calls, text messages, and your home office. The key to staying on top of your workload...
How often do you meet with your team members? In the financial services industry, it’s not unusual for leaders to skip meetings with their team. We hear excuses such as we’re too busy to meet, or a client called or we talk every day, leading to internal meetings being scheduled...
There’s a lot to consider when it’s time to hire. You have to decide what the position needs to do, how much you’ll pay them, where to advertise, and so much more. Yet, one question that often gets overlooked is, “How does our company stand out from other companies competing...
Scripts. Many in the financial services industry hate the idea of using a script. The obstacles that scripts create are real. Agencies are concerned that if they use a script they will: Come across as robotic and not authentic. Miss opportunities by creating too narrow of a focus. Create a...
