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Your Employee Makes a Costly Mistake. What Do You Do?

Mistakes are an important part of the employee learning process, but they definitely represent risk to a financial services practice. How you train and manage your employees, including how you handle their mistakes, improves the return on your human capital investment in them and reduces the risk they will make mistakes. Advisor One columnist Kirk Hulett of Securities America Financial offers some helpful guidance (and a checklist) about reviewing areas like training and written procedure updates.

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