Congratulations! You have hired a great candidate to join your team as a new advisor.
Your next step is to outline your goals and expectations along with a detailed accountability plan. Your accountability plan should have 3 components:
- Description of the responsibility. Clearly define what you expect your new advisor to do.
- How you will provide assistance. Assistance could include a policies-and-procedures document, checklist, access to information, samples, scripts, and/or the opportunity to with you or someone else for direction and guidance.
- How you define success. Success could include activity goals (what you expect them to do) and/or results goals (what you expect them to accomplish), as well as a timetable for completion.)
So, how about some examples using a few of the responsibilities outlined in our article about job descriptions?
By clearly defining your expectations, providing appropriate support and guidance, and then measuring success against pre-determined goals for activities and results, you are setting the stage for helping your new advisor grow in their knowledge, experience, and confidence, on the way to becoming a valued contributor to the overall success of your business.