Year-End Planning Considerations
Beverly Flaxington is a practice management consultant. She answers questions from advisors facing human resource issues. To submit yours, email us here.
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives.
Despite COVID this will be our best year ever. I want to formally plan and create enthusiasm for 2021 with my staff. Do you have any tips on how I could manage this in a virtual setting?
In the past we’ve gathered everyone for a holiday party in our large conference room and I’ve brought in food. We’ve reviewed what the year looked like and what we hope to do next year. It feels like it will be very different when we can’t be together and have people spontaneously throw out ideas or split off and have side conversations that sometimes lead to our greatest insights.
I don’t want to lose momentum but not sure how I can replicate this approach. Thoughts?