Communicate, delegate and show appreciation
Staff appreciation builds loyalty. It should be part of your budget
Summer is an good time to step away from the business and charge up the team
Set a good example and maintain a positive atmosphere
Managing a thriving business takes a special relationship with your team
Getting team members involved, encouraging their efforts and thanking them for their hard work are critical elements
Set goals and foster collaboration
Members of Generation Y are helping grey-haired baby boomers ease the transition of financial planning practices. Find out what works - and what doesn't
Use an agenda and appoint a someone to chair the discussion
Finding the right person takes time, preparation