Employee training is a vital part of my work with advisory firms. It's essential to the success of any business that employees not only know the job they are expected to do, but also are given the training to perform those jobs at the level that is expected of them.
Most firm owners understand and embrace this need for training. But there is another equally important component of employee training that is often left out of most training programs: the core values of their firm, and how those values are translated into client services.
Here are the basics that every new employee needs to be taught about the firm:
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Angie Herbers
Angie Herbers is chief executive and senior consultant at Herbers & Co., an independent management strategy consultancy for financial advisory firms. She can be reached at www.HerbersCo.com.
