I was originally planning on sharing tips on bonus plans but tripped across a topic that doesn't appear to get much attention: operations manuals. You see, I was giving a two-hour workshop on ...

When PFI Advisors is hired to perform an Operational Diagnostic of an RIA, one of the important components of our assessment is a review of the firm’s compliance manual to ensure it matches what is ...

An employee operations manual is especially handy when training new employees, reviewing processes for improvement, revising job descriptions or replacing employees due to illness or turnover. For ...

The goal of every RIA operations professional is to add efficiency and scalability to their organization. Said differently, we want to find a way to serve more and more clients without our level of ...

IMGCAP(1)]One of the things separating national franchise tax systems from independent offices is the fact that they have a system that provides a proven, reliable way to run the business. Processing ...

The examples of templates of Operations Manuals for RPAS operators with and without approval to carry dangerous goods as cargo have been updated in line with changes to the 2025-2026 Edition of the ...

Documenting lending policies and procedures helps to streamline operations, reduce waste and enhance customer satisfaction through the standardization of work tasks. Formats are contingent on the ...

In case of a nuclear or radiological emergency, what do national authorities need to do to respond and how quickly? How do they communicate with other countries’ emergency responders and the IAEA when ...

After an initial 67-page draft circulated in mid-May, the MLB Operations Manual for the 2020 season is now 101 pages. Comparing the two documents sheds some light on just how much has been worked out ...