by drcfo | Oct 25, 2019 | Employee Management
Our previous blog was about how employees are treated differently based on their training, skills, and work ethic. We emphasized the importance of having standards to align your team members to. Our poll question asked “Does your practice have written protocols...
by drcfo | Oct 25, 2019 | Employee Management
Recently, we went over the roles of a Wealth Advisor. Our list included grow wealth, protect wealth, pass wealth to future generations, increase employee retention, coordinate with other advisors, and recommend family protection. Our poll asked “Have You Met...
by drcfo | Oct 25, 2019 | Employee Management
Our Last blog covered tips on how to start a practice management accountability program and focused on the accountability of your practice manager and yourself. Your accountability program should include setting the right goals; tracking KPIs; reviewing key KPIs...
by drcfo | Oct 25, 2019 | Employee Management, Practice Manager
Our most recent article was about how to implement an employee accountability program. Accountability programs are important because without them, important tasks can easily be overlooked or perpetually delayed. We recommended to develop job standards, set individual...
by drcfo | Oct 23, 2019 | Employee Management, Owner Personal Development, Practice Manager
Holding regular employee evaluations is a required part of managing your practice. For employee performance to be monitored and employee growth to be tracked more frequently, we recommend that you have smaller reviews that take 10 minutes four times a year. If you...
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