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Financial Advisor November 2005 Rebecca Pomering	Bang For Your Buck People management obviously is a complex area, and one where most advisors are looking for guidance and development. But don't shy away from defining performance expectations for the individuals in your firm and paying them based on their performance.
Investment Advisor July 2006 Angela Herbers	The Fast Track: Positive Party Annual evaluations can bring out the good in your employees. The problem is that many financial planners simply don't know how to conduct a good evaluation of their employees to achieve these positive results. Here's how to get it right.
Inc. December 1, 2008	Reviewing the Troops Three guidelines for employee reviews.
Global Services November 5, 2007 Dorie Culp	Keeping Employee Morale High The time-consuming process of sourcing evaluation spreads a lot of anxiety among employees regarding their future. These guidelines will help maintain employee morale and make sourcing transitions smooth and efficient.
Financial Planning August 1, 2006 John J. Bowen	Team Players If your employees don't share in the risks -- and the rewards -- of your financial advisory business, they won't be motivated to do their best.
Financial Planning August 1, 2011 Bogan & Doss	Compensation Challenge Designing a compensation strategy that supports a firm's philosophical framework while also acknowledging its financial resources and goals helps ensure an effective plan that promotes the growth of people and profits.
AskMen.com Gregory Batts	Get A Great Performance Evaluation Performance evaluations; some guys love them, some hate them, but at some point, your performance will be formally reviewed by your boss.
Investment Advisor November 2006 Mark Tibergien	Just Rewards While compensation plays an important role in driving performance of individuals and the business, it's also important for financial advisors to recognize that money is not an adequate substitute for active management.
Inc. May 1, 2010	How to Communicate With Employees The secrets, and the benefits, of effective communication.
Investment Advisor June 2010 Inveen & DePardo	Paying to Fail The third of our quarterly features drawing on the 2009 FA Insight Study of Advisory Firms: People and Pay.
HBS Working Knowledge April 10, 2006 David Sirota et al.	Why Your Employees Are Losing Motivation Most companies have it all wrong. They don't have to motivate their employees. They have to stop demotivating them.
HBS Working Knowledge February 23, 2004 Lauren Keller Johnson	Retooling 360s for Better Performance For better or worse, the 360-degree feedback tool is standard operating procedure in many organizations. Harvard Management Update evaluates the evaluation method---and sees room for improvement.
CRM October 2013 Woody Driggs	Building a Consistent Customer Experience Focusing on employee engagement and culture will go a long way.
Investment Advisor September 2010 Angela Herbers	The Fast Track: The Six Most Common Problems with Employees Owner advisors, read this column, then give it to your employees.
Financial Advisor May 2005 Rebecca Pomering	How To Be A Good Boss Nourishing successful employees will help you business to succeed. Here are ten strategies to help you cultivate your employees.
The Motley Fool February 24, 2009 Beth Steinberg	6 Ways Companies Can Achieve Long-Term Greatness Traditionally, investors measure a company's value primarily by its financial metrics (margins, debt level, growth rates, etc.). While this is obviously important, financials alone are not the only indicators of long-term success.
Financial Advisor November 2010 Jeff Schlegel	The Price Is Right Advisory firms and the quest for proper compensation.
Investment Advisor February 2010 Angela Herbers	The Fast Track: Bonus Babies It's time to once again take a more serious approach to advisor bonus compensation.
AskMen.com Kirk Thurbide	Employee Retention Employee retention looks to be an ongoing challenge for organizations. As the workforce continues to change, perhaps so must the conventional thinking on employees and retention.
Insurance & Technology May 8, 2009 Smallwood & Furtado	The Right Projects at the Right Time By linking business strategy to business processes and then to IT investments, insurers can maximize ROI while controlling costs and remaining competitive in the marketplace.
Job Journal November 19, 2006 Mark Edward Nero	Keeping Current Although job-related training can sometimes be a burden, it's an important tool for keeping on top of what direction your industry -- and your career -- may be heading.
HBS Working Knowledge August 23, 2004 Lauren Keller Johnson	Four Practices for Great Performance Expecting the best from employees doesn't always deliver results. Instead, managers must involve workers in setting goals that are achievable, measurable, and tap into motivation.
CIO May 1, 2001 Susan Cramm	Go Team, Go! The founder of Valuedance talks about the value of business coaching for CIOs and their IT staff...
Investment Advisor April 1, 2011 Angie Herbers	Now Cultures and No Cultures There are really only two kinds of problem employees, and both can be turned into great employees
BusinessWeek September 10, 2007 Kerry Sulkowicz	Straight Talk At Review Time How do you learn the art of delivering constructive criticism to employees?
AskMen.com January 9, 2003 Ian Harrison	Manage Your Manager The fact of the matter is that people are not forthright enough with their managers. They're so intent on toeing the company line that they neglect to look after their own job satisfaction.
Investment Advisor July 2008 Mark Tibergien	Awaken Your Inner Manager It seems that financial advisory practices hit a wall at various points -- at a staff of three, again at eight, again at 15, and so on. How can you break through these walls to successfully manage and develop your staff?
Registered Rep. February 14, 2012 Anne Field	The Art of Writing A Check When Jon Yankee and his two partners started their Reston, VA-based firm six years ago, they wanted to do it right. Among other things, that meant putting in place a clearly-thought-out compensation plan for both advisors and staff.
Financial Advisor September 2009 David Lawrence	Costly Mistakes As financial advisors create their own team practices or go independent and set up independent RIA firms, one of the biggest challenges they face is designing a compensation plan for themselves and those who work with them and for them.
D-Lib March 2003 Paloma Diaz	Usability of Hypermedia Educational e-Books This article presents a number of evaluation criteria for hypermedia educational e-books and describes how they are embedded into an evaluation procedure.
Pharmaceutical Executive September 1, 2014 Richard Koonce	Executive Coaching: Transforming Big Pharma from Within Let's define the critical coaching steps necessary for top managers to realize their potential in an industry undergoing significant restructuring of human and financial capital.
Inc. December 2007 Scott Westcott	Putting an End to End-of-Year Reviews Performance assessment can be more than 30 minutes of uncomfortable conversation followed by a raise.
Financial Advisor October 2007 Joel Bruckenstein	Software Finds The Human Touch Financial advisors, new software from SuccessFactors can make the difference in managing your personnel.
Financial Planning September 1, 2008 Stephanie Bogan	Who Will Succeed? There is little doubt that current and anticipated growth, the challenges of managing firms and related human capital dynamics will lead us further into uncharted waters.
Financial Planning August 1, 2012 John J. Bowen, Jr.	Go, Team, Go! How to break through the barriers that exist that prevent financial advisors from breaking through to a higher level of success.
Investment Advisor July 1, 2011 Angie Herbers	The Road to Happiness There are four elements to make clients happy -- and advisory firms successful.
Financial Planning July 1, 2007 Glenn G. Kautt	Tool Time Do you have the powerful management tools used to evaluate new talent, motivate staff and enhance performance at your financial planning firm?
On Wall Street May 1, 2013 Todd Colbeck	Ways to Keep Employees Engaged Managing staff isn't easy. People don t change and you can t change someone either before or after you ve hired them.
Financial Advisor January 2004 Tracey Longo	How Much Should You Earn? The biggest mistake advisors make is failing to align their compensation strategy with their business strategy. Instead, they'll use compensation as a substitute for active management. They'll throw money at people and problems.
CRM April 2015 Driggs & Stier	Reap the Rewards of Purpose Activation Spark employee passion with a values-based culture.
Managed Care August 2004 Marilyn Bydalek	Navigating the Personnel Rapids: What They Never Taught You in Med School Physicians who make the move to the administrative side find a lot of tough decisions waiting for them.
CIO May 1, 2003 Susan H. Cramm	An All-Around Waste of Time Full-circle or 360-degree feedback assessments must meet three conditions to be useful: tailored, internalized and followed up.
Financial Advisor June 2005 David L. Lawrence	Finding And Keeping Great Employees Things to do---and to avoid---when it's time to grow your financial advisory staff.
Financial Advisor April 2007 Rebecca Pomering	The Eat-What-You-Kill Model For advisory firms, the eat-what-you-kill, production-based compensation model inevitably promotes personal development of business and thus implicitly undermines teamwork, integration and sharing of clients, ideas and knowledge.
Pharmaceutical Executive September 1, 2011	From Team Member to Team Leader Preparing sales people to step into a manager's role requires clear communication of company objectives, proper support, and incentives beyond a paycheck.
D-Lib September 2002 Emile L. Morse	Evaluation Methodologies for Information Management Systems The DARPA IM Evaluation project has developed an evaluation methodology that can assist system developers in assessing the usability and utility of their systems. The key components of an evaluation plan are data, users, tasks and metrics.
Investment Advisor April 2007 Mark Tibergien	Ready, Fire, Aim With the dramatic growth of the average financial advisory business over the past five years, practitioners are being forced to develop a new skill in order to cope with the changing dynamics of their practice: management.
Investment Advisor April 2010 Angela Herbers	Slow Down, Pardner! It's important to involve employees with decision making at the right point in the process.
Financial Advisor July 2006 Littlechild & Pomering	Unlocking Client Value The first question financial advisors should ask is not "how" to survey clients but "why" you should do it in the first place. In addition to allowing you to stay on top of changing client needs, interests and expectations, the reasons abound.
Pharmaceutical Executive February 1, 2012 Wilcox et al.	Sales Force Survey: Still Too Much Business as Usual? In the global battle for market share, the ability to adapt and mobilize your human assets around a responsive commercial model is a key variable of success.