Making sure roles are clearly established within your business will lead to greater productivity, writes Brett Davidson, chief executive of FP Advance.
To really drive business performance and profitability you need to get the best from your team of people. There are two aspects to this: Clear client service and management structures Clearly defined roles and responsibilities While the business owner may wear more than one hat in a smaller firm, role clarity has a direct impact on business profitability. First and foremost, each client service team member (adviser, paraplanner, administrator) must know exactly what they do so they can stick to their knitting, developing a higher level of skill in their specialist area. Most a...
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