When you have team members come to you with problems, issues, or concerns, they must also bring you a solution or solutions to this problem, issue or concern. I had a manager once who, nicely said to me, “B.M.” only flows one way. Actually, he used a different word as you might have already guessed…. Read More
The Benefits of Procedures Manuals In Your Firm
You want to create processes for every function in your firm including developing procedures manuals. This means starting with the script that the receptionist says when she answers the phone and transfers the calls. You want this person to have an attitude where they are happy to be alive when they answer your phone. They… Read More
Creating Procedures Manuals is Valuable
A financial advisor that I coach said to me that obtaining referrals is “luck of the draw.” I said how do you make the “luck of the draw” happen on purpose? He hadn’t really thought of it that way before. So we came up with a process to help him obtain referrals from professionals and… Read More