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April 2, 2020
H.R.6201 – Families First Coronavirus Response Act (FFAC)

H.R.6201 – Families First Coronavirus Response Act (FFAC)

With the FFCA effective April 1, 2020, employers (with less than 500 employees) need to be familiar quickly with the FFCA and helping their employees and their business effectively address and manage the spread of coronavirus.
December 11, 2014

Independent Contractor or Employee?

In tough economic times, businesses look for ways to be more efficient and profitable. For financial planning practices, that may mean taking a closer look at hiring an independent contractor or hiring an employee.
October 11, 2014
Job Description

Start With Good a Job Description

Nearly every disagreement on performance centers on differences between what the employer wants and what the employee actually delivers. To fairly and effectively resolve these disagreements, have properly defined job descriptions.
September 11, 2014
When Do I Coach, Discipline (Counsel) or Fire?

When Do I Coach, Discipline (Counsel) or Fire?

There’s no doubt that when your employees are happy and engaged you experience better business results. There’s also no doubt that employees can become disengaged.
August 11, 2014
How to Have Tough Conversations With Employees

How to Have Tough Conversations With Employees

A high-performing, effective staff is often integral to a financial planning firm’s success. However, we all know not every hire turns out to be the best fit—for the firm or the employee.
December 11, 2010
Questions To Ask In An Employee Complaint Investigation

Questions To Ask In An Employee Complaint Investigation

The Society for Human Resource Management’s addendum to the Dec. 6, 2010, online article, “How to Conduct an Investigation,” suggests the following questions to ask in an employee complaint investigation...