by drcfo | Oct 25, 2019 | Financial Advice
Our last blog article detailed the information that your CFO would expect your spouse or long-term partner to know in case of an emergency. Serious injury, illness, or death of a practice owner would leave the spouse to carry on indefinitely or until the sale of the...
by drcfo | Oct 25, 2019 | Employee Management
Our last few blogs have focused on what a spouse or trusted long term partner of a practice owner should know in case of an event that would force them to take over the practice for a short amount of time or indefinitely. We went over the things that the practice CFO...
by drcfo | Oct 25, 2019 | Employee Management
Our previous blog was about how employees are treated differently based on their training, skills, and work ethic. We emphasized the importance of having standards to align your team members to. Our poll question asked “Does your practice have written protocols...
by drcfo | Oct 25, 2019 | Financial Advice
Our last blog was a personal anecdote that demonstrated the act of teamwork in stressful situations. I witnessed my dogs collaborate to attack a weasel infringing on their territory. It reminded me of how employees working in a medical or dental office need to work as...
by drcfo | Oct 25, 2019 | Employee Management
Recently, we went over the roles of a Wealth Advisor. Our list included grow wealth, protect wealth, pass wealth to future generations, increase employee retention, coordinate with other advisors, and recommend family protection. Our poll asked “Have You Met...
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