Your Trip To Fiji May Be Effected By Your Employee Training Plan

• How does your staff handle the inquiry?

  This question reflects your confidence in your team’s capabilities. Are they equipped to effectively address an unplanned interaction with a crucial client? Will your client leave with a positive impression, regardless of the nature of their inquiry? The trust and confidence you’ve diligently built with the client hinges on this interaction. If you were the client in this situation, how would you feel? Did someone promptly offer a responses, leaving you assured that an experienced professional from your firm provided the correct information? Or, were you asked to schedule an appointment because no one had the knowledge to respond? As the client, the latter might leave you feeling undervalued. Advisors often warn clients about over-reliance on a single investment, yet they may inadvertently place themselves as an oversized position within their client’s financial well-being by failing to delegate effectively. 

• How does this scenario make you feel?

  Your emotional response to this situation reveals your perspective on the training and development of your team. If this scenario doesn’t fill you with complete confidence, it reflects on your role in training and supporting your team. Possibly, apart from questions about strategic planning or recommendations, there’s no reason why someone on your staff couldn’t address the client’s needs in line with your firm’s service standards. If no one on your team can help, it’s likely due to a knowledge gap or a lack of confidence, both of which point to the quality of employee training plan provided by you as an employer. Time away should be an opportunity for self-improvement, personal growth, or recharging your batteries, not a source of stress. 

Employee Training and Development Partner for Indepedent Financial Advisory Firms