Human Resources

Are You Spending too Much Time on Unproductive “Office” Activities Instead of Seeing More Clients?

If your answer is yes, you’re not alone. Thousands of financial advisors find themselves spending too much time on unproductive human resources activities and bogged down by admin “stuff” instead of seeing more clients.

Dynamic Directions’ human resources experts can help you:

  • Free yourself from unproductive activities so you can see more clients
  • Delegate paperwork and admin duties
  • Determine which team member should be playing each role in your practice
  • Minimize staff errors that cause profit loss and deplete client confidence
  • Eliminate regular absenteeism and non-punctual work schedules
  • Reduce employee turnover
  • Define team goals and expectations
  • Eliminate staff issues that create daily crises

Areas of Expertise

Basics for Hiring Excellent Personnel

  • Determine your needs and tie into the employment ad
  • Resumes – how to sort and cull
  • Phone interviews
  • Office interviews
  • Offer – Determine worth and document
  • Materials and written follow-up provided

Performance Reviews

  • The real purpose of having a review
  • Preparation is vital – proper methodology
  • Delivery – don’t blow it at the end of the process
  • You will practice on our Dynamic Directions expert
  • Materials and written follow-up provided

Principles and Use of Discipline in the Office

  • Excellent employees want order
  • Leadership by example and employee retention
  • Pride in being the best
  • Discipline is not hard to enforce-pay attention
  • Rules are good and necessary – Employee Manual
  • Employee discharge – if it needs to be done, do it right and do it now
  • Materials and written follow-up provided

David BerryAbout David Berry

David Berry is the Human Resources Specialist for Dynamic Directions. David has over 35 years experience in plant management (union and non-union) and in the housing industry. David specializes in Human Resource Coaching, assisting advisors with interviewing techniques, hiring staff, training staff, implementing performance evaluation systems and carrying out tough conversations with troubled team members.

Take the first step toward growing your financial services practice — contact Dynamic Directions today!