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Today’s Topic: Details of an Effective Performance Review

Murray Voth outlines instructions for our BRAT Financial App.

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1. Intro to BRAT

2. Entering Revenue Data

3. Entering Employee Information

4. Entering Cost of Goods

5. Entering Expenses

6. Entering Shop Information

7. Entering Historical Data

8. Creating a Forecast

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Today’s discussion focuses on hiring and recruiting.

• Top characteristics seek in advisors and technicians
• Top characteristics we want to avoid in advisors and technicians

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Daily Operations defined

• How to eliminate the “don’t know”
• The art of following up.