Think creatively about what you really want to know to gain a better understanding of how well a candidate will fit on your team.
Tag Archives | hiring
Making a List
Looking to hire a new team member? If you read our recent article, Who’s On Your Bus?, you probably have a good idea of the importance of getting the right people on the bus and the wrong people off it. Now it’s time to get specific. Before sitting down with a potential candidate, we recommend making a list of the characteristics of your dream candidate. These characteristics can include: Relevant experience Specific skills or aptitude needed for the job Attitude (Hungry, Humble, and Smart) Similar values and vision for the […]
Who’s on Your Bus?
Successful financial advisor teams should consider virtues, values, and vision when examining the members of a team.
Hiring a New Support Team Member?
The more thought and time you put in – upfront – to these five principles, the more likely you are to be successful in hiring and developing a great new addition to your practice.
Creating Accountability for Your New Advisor
Set up your new advisor for success by outlining your goals and expectations in a simple accountability plan.
What to Include in the Job Description for Your New Advisor
Here’s a list to help create your job description for new advisor – categorized by area of focus, along with the rationale for each one.