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 ...

A business or organization can more effectively facilitate training of new employees with the use of well-written standard operations procedures (SOP). Beyond training, an SOP manual gives existing ...

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 ...

Consistency of execution is one of the most important elements of a successful food-service program. If your stores are not preparing recipes identically, or if your employees are not all receiving ...

A revised OSHA Field Operations Manual now provides OSHA compliance officers with a single source of updated information and guidance to more effectively protect employees from occupational injuries, ...

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 ...

A seismic shift is underway in the ever-evolving landscape of franchising, where tradition meets innovation. For decades, franchising has been a stalwart pillar of the UK economy, offering the promise ...

Adapted from the upcoming book THE WALL STREET JOURNAL COMPLETE SMALL BUSINESS GUIDEBOOK (Three Rivers Press, Dec. 29, 2009). Every business, no matter how small, needs to have standards, and ...