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Consulting and Implementation Services |
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Check out David Lawrence's column, 'The Efficient Practice' in Financial Advisor Magazine. click on the logo below:
Check out David Lawrence's Technology Column in The Register, Monthly publication of the International Association of Registered Financial Consultants (IARFC)
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Efficient Management
One of the keys to successful management of a financial practice is the use of advanced business models to guide practice operations and keep the practice on track with respect to its goals. Ultimately, a business model can be used as a template to ensure that, step-by-step, every aspect of the business plan is fully implemented within the context of your operational systems. Another key to success lies in the recruiting, hiring and management of talented and dedicated employees.
If Financial Service firm owners fumble when it comes to hiring a new employee, it is generally because there is no set process to accomplish this task efficiently and effectively. Most use intuition and a resume to make the final decision, both of which are unreliable sources of information and insight into the employee candidate. Therefore finding an objective, reliable process to hire an employee is critical to success in identifying the right person. And, the interview is pivotal to that success. Along with the interview are the confirming elements such as background checks, resumes, and psychometric tests. We have developed systems to incorporate these elements seamlessly into your employee management. Developing workflow management systems (WFMS) to incorporate efficiencies into the daily operations of your practice is an essential part of the management of the firm. These systems embrace a variety of aspects of the financial practice as this graphic shows:
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