Financial Advisory Industry Foundations Training Guide
Use this resource to help new members of the industry gain a solid foundation of important concepts and terms as they begin the training process.…
Tag: New hire
Things to Avoid Doing When Making Your Next Hire
JoDee Klinker discusses with Jessica Harrington some things to avoid when making your next hire. Download
Tips for Assessing the Values of Candidates to Ensure Alignment
JoDee Klinker shares with Jessica Harrington some tips for assessing the vales of candidates to ensure alignment. Download
Hiring Selection Mistakes to Avoid
Gerry Herbison and Sarah Cain discuss common hiring selection mistakes to avoid. Download
Advisor Offer of Employment Template
Use this template to make a formal offer to your top candidate at the end of your hiring process. Download
Sample Advisor First Week Training Agenda
Use this resource as an example of how to set up a first week training agenda for new advisors. Download
New Wealth Advisor Introduction Letter
Use this resource as a template for sending a letter to clients introducing a new wealth advisor on your team. Download
Activity Based Bonus Tracker
Use this resource to implement an incentive (bonus) program for your team members that is based on simple activity goal completion. Download
Carson Benefits & Perks List 2022
Use this Carson document as an example of how to outline your benefits and perks for current employees and job candidates during the hiring process.…
Authorization Form for Consumer Reports
Use this template form to acquire and document approval by job candidates to pull consumer reports like credit scores and background checks during the new…