Contents
The Efficient Management Philosophy
Managing Change: A Process of Inclusion
Managing People and Communications
Step One: Pre-hire Preparation
Step Two: Background Information
Developing a Compensation Plan
Handling Confidential Information
The Right Job Done by the Right People
Client Relationship Management
Software Integration and Communication
Financial Plan Production Procedure
Using Technology to Standardize Client Service Procedures
Workflow Systems: Efficient Methods for Tracking Tasks in the Office
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