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- Title
Finding Joy in Operational Excellence: Dysfunctional operations can lead to burnout and stress.
- Authors
Spiller, Charesse
- Abstract
The article discusses the importance of operational excellence in financial planning firms and how dysfunctional operations can lead to burnout and stress. It emphasizes the need for strong leadership, a collaborative culture, and exceptional client service as key components of operational excellence. The article also suggests integrating operations as a core function of the business, hiring an operator to support business activities, and standardizing business processes to improve efficiency and scalability. Overall, the article provides practical advice for financial planning firms to streamline their operations and achieve operational excellence.
- Subjects
CORPORATE culture; SHARED leadership; FINANCIAL planning; INDUSTRIAL management; FINANCIAL planners; LEADERSHIP training; AUDITING
- Publication
Journal of Financial Planning, 2024, Vol 37, Issue 9, p73
- ISSN
1040-3981
- Publication type
Article