Financial Resource Network of Florida Proposal to be the Most Efficient and Effective Financial Network in Florida Delivered to Mark Monkarsh, CFP Owner/Financial Advisor April 10, 2014 Stacey Martine, Marketing Coordinator [email protected]
1. Proposal to be the Most Efficient and Effective Financial
Network in Florida Delivered to Mark Monkarsh, CFP Owner/Financial
Advisor April 10, 2014 Stacey Martine, Marketing Coordinator
[email protected]
2. Financial Resource Network of Florida is owned by Mark
Monkarsh, CFP. It is a prestige investment business that likes to
pride itself on its relationship with its clients. It has switched
companys that it is associated with along with hiring a new staff.
Client retention has decreased. However, in the last three months,
the website has doubled its hits.
3. A strong organizational culture has four primary
characteristics: Organizational members share clear values and
beliefs about how to succeed in their business. Organizational
members agree on which beliefs about how to succeed are most
important Different parts of the organization have similar beliefs
about how to succeed. The rituals of day-to-day organizational life
are well organized and consistent with company goals.
4. Problems: Lack of Organized Culture Lack of
Procedures/Standard Process Lack of Efficient Communication and
Efforts Purpose: Organized Culture Creates Sense of Purpose
Procedures/Standard Process Builds Confidence Efficient
Communication and Efforts Generates Profits
5. Without organizational culture there is accountability, but
no clear direction There is no job fulfillment Not having a strong
culture creates stress Stress creates added expenses for the
company Stress causes time off and lack of production Stress causes
tension heard on the phone Clients leave the company Good talent
goes elsewhere Profits decrease
6. Organizational culture gives clarity It gives purpose and
fulfillment It creates a positive atmosphere It promotes a healthy
work environment It allows maximum productivity It improves client
retention It attracts good talent It eliminates stress It maximizes
profit margins
7. Communicate Define Specify Enforce Lead Guide Give Authority
Weekly Meetings Accountability Follow up Inspect Expectations
Review Results
8. Shwom, B., & Snyder, L. (2014). Business communication
polishing your professional presence. Upper Saddle River: Pearson.
Rue, L., Ibrahim, N., & Byars, L. (2013). Management skills and
application. (fourteenth ed.). New York: McGraw-Hill.