Benchmark Business Group

Operations - 2025 Archive

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.

Stop the Revolving Door: Why Your Financial Services Training is Failing New Hires

Training in the financial services industry can be a minefield. Too often, well-intentioned leaders fall into two unproductive traps that lead to high turnover, low productivity, and a frustrating hiring cycle. These two pitfalls make onboarding a new team member an unpleasant and costly experience. Are you guilty of either...
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