Episode 230:
Mary Ellen lives in Baltimore, MD, where she and her wife orchestrate the chaos of life with two teenage boys and three rescue dogs. She enjoys crafting and baking with her family. With a passion for grammar, travel, and terrible puns, she feels she’s landed at home with the Vista team.
- Firms need to provide proper tools and training, and set clear expectations to ensure team members can perform effectively.
- Firms often have areas that need enhancement, such as leadership training and setting clear KPIs.
- Investing in leadership training is crucial for developing emerging leaders within the firm.
- Encouraging a culture of continuous learning helps team members improve and stay engaged.
- Having documented standard operating procedures (SOPs) is essential for consistency and scalability.
- Implementing processes and procedures requires time and a shift in culture, especially in larger firms.
- Using data and reports allows firms to make informed decisions and measure performance accurately.
- Establishing effective reporting systems helps track key metrics and identify areas for improvement.
- Having a dedicated intake team ensures that potential clients are properly handled and converted.
- Tracking and analyzing intake performance is vital for optimizing the process and increasing conversion rates.
https://www.linkedin.com/in/mary-ellen-murrah-m-s-shrm-scp-2a2033a/