Financial resource proposal (1)

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.

Financial resource proposal (1)

Economy & Finance

stress stress

strong organizational

strong culture

organizational members

business communication

company stress causes

efforts purpose

company good talent