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Making Staff Training Work for You
Posted on August 19, 2013 at 9:40 AM |
Summer is on its way out and thoughts turn to the start of
another school year across the land. Though we often see our receiving a degree
as the end of a process, it is important to remember that learning can and
should continue long after we have left high school, college, and even grad
school behind. Our businesses continue to evolve and we – and our colleagues –
should not overlook the benefits of additional education and growth. One way to address this need is through participation in
seminars and trainings designed to keep us fresh and informed about changes in
the rules, the approaches and the best practices in our chosen fields. Carefully
selected, trainings can help the firm and its employees in many ways. A session
could - · - Help staff understand why a procedure or process
is the way it is and why it is important. For example, what is advertising by
an RIA, what can and cannot be said, why it is reviewed before dissemination
and how a firm could be penalized for failing to follow the rules. · - Engage staff in process and procedures, building
their skill levels in new areas and giving them new tasks. This helps increase
interest, productivity and even retention. · - Help an employer find new ways particular
employees can be involved, challenged and interested, thus improving the
business work flow and the business environment. · - Actually
build team spirit when the group goes through the training together and can
draw from one another’s experiences to make it more effective. This is where
management needs to be on the same level with other staff so all can learn and
feel a part of things – erasing, even if only temporarily, the divisions
between jobs. · - Bring everyone up to the same level on a new
tool that is going to be used in the business. The learning can be more
effective when all participate and question so that different tasks are
considered in applying the new tool. There are many more ways to look at how trainings can
benefit the RIA firm and its employees – this list is but a taste. Think about
what areas might be useful to pursue with your staff and try it out. You may be
surprised by how much positive difference it will make. Finally, don’t overlook
required trainings or continuing education that may be necessary to maintain a
certification for you or your colleagues. This is a very good reason for
attending a training, though (as you may have experienced) all too often these
classes are not particularly well organized and go in one ear and out the
other. |
Categories: RIA Business, Training
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12:15 PM on December 10, 2013
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