When you’re measuring the performance of the advisors at your firm, there are numerous and clear metrics to track, including the number of clients they’re responsible for, client satisfaction and the new business they’re attracting.
But few advisors have comparable metrics when it comes to measuring the performance of their operations staff. When Sarah completes a trade order faster than Fred or is unusually efficient at completing insurance forms or cash requests, does anybody notice? Is measuring such work even relevant?
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