Workflow Analysis and Feedback
We will evaluate the processes you’re currently using in a number of areas - client service, safekeeping of customer assets, accounting controls, making sure you’re avoiding “custody” - and give you concrete suggestions for improvement.
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Project Management and Implementation
This includes audit support, onboarding new financial consultants and assisting with the transfer process, setting up new offices, and lending a knowledgeable hand when you’re in the thick of it.
Training for Operations Staff and Supervisors
We are able to provide additional training and coaching for front-line staff, but are most useful when helping supervisors get better at (1) effective oversight and delegation; (2) giving useful feedback; and (3) dealing with the day-to-day little conflicts that will grow bigger if not dealt with promptly and effectively.