Make your functions more engaging without losing sight of business objectives
Personality testing can help you choose the right candidate for the job and improve the way you communicate and interact with your staff
Taking time to set clear expectations can pay off later
Four ways to structure financial advisor teams
Research shows team practices are larger and more profitable than solo offices. But they’re not for everyone
Know your team members’ individual goals and try to align them with yours
Even the best staff members can land in a motivation slump. Your role is to stay positive, set goals and offer rewards
Set a timetable for the newcomer to settle in and learn the job; gradually increase the level of responsibility
Making the best use of all members’ skills can lead to big payoffs
Once called a “tyrant,” Robin Kingsmill has learned to get out of the way