Attention Financial Advisors! Are you . . .

• Spending too much time on unproductive activities that is keeping you from seeing more clients?
• Bogged down with paperwork and admin “stuff” that should be delegated?
  
• Not sure which team member should be playing each role in your practice?
  
• And your staff committing errors which cause profit loss while depleting client confidence?
  
• Experiencing regular absenteeism & non-punctual work schedules?
  
• Having a lot of turnover with your staff?
  
• Unsure about your team goals & expectations?
  
• Living in a crises on a daily basis due to staff issues?

My partners and I consider David Berry as a member of our team.  His services have been a valuable part of our relationship with Dynamic Directions.   Pat McAleer, CFP® Financial Advisor Glen Allen, VA

What if you can utilize our proven Personnel Techniques?

• Learn the Basics for Hiring Excellent Personnel
  
• How to analyze a resume & conduct an interview
  
• Set expectations & quality standards
  
• Build Commitment & Retention  - Prevent quality employees from quitting
  
• Make employees part of all solutions with proven meeting schedules and agendas
  
• Learn to lead by example and set the tone of growth
  
• Provide a disciplined atmosphere
  
• Write an employee manual for the office
  
• Performance reviews – why & how including delivery
  
• Employee termination guide

Leverage Dynamic Directions for all of your Human Resources Coaching/Consulting  needs.   Dynamic Directions offers the following Packages to cure all of your Human Resources pains!

BASICS FOR HIRING EXCELLENT PERSONNEL

• Determine your needs & tie into the employment ad
  
• Resumes –  how to sort & cull
  
• Phone interviews
  
• Office interview
  
• Office interview #2
  
• Offer – Determine worth & document
  
• Materials and written follow up provided

    PERFORMANCE  REVIEWS

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

  PRINCIPLES & USE OF DISCIPLINE IN THE OFFICE

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

David Berry is the Human Resources Specialist for Dynamic Directions. David has over 35 years experience in plant management (union & 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.

1.866.280.2465

dberry@dynamicdirections-d2.com