January 5, 2018

Practice Management

As a business owner, you must manage revenue, staff, clients and all the aspects of running a business. Here you will find the best practices, tools, and procedures to help you manage your business.

Your success can often depend on your staff. Here you will find tools to help you hire the proper personnel with sample ads and suggested interview questions, sample job descriptions and suggestions for compensation. It is arranged by category to make it easy to find what you need.

Running an efficient, productive office is key to your success.
Here are some suggested procedures and forms to help you and your staff stay focused and efficient.

You are, first and foremost, a business owner. That means that the same type of planning you do for your clients, you must do for yourself.

To do that you must be aware of:

  • Revenue
  • Costs/Overhead
  • Budgets
  • Projections
  • Planning

Most advisors never do this for their own business in a formal manner. Here are two tools that every advisor should use; one is current financial information and the other is a yearly business review to help you plan for your next year’s growth:

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