Course Scripts: Onboarding and Training Talent
This is a readable script of the Onboarding and Training Talent course in Carson Coaching Online. Download
Tag: Training
Business Builder Implementation Track
This track is designed for advisors who have completed the Emerging Advisor Implementation Track. It is a structured program to help you implement important Proven…
Emerging Advisor Implementation Track
This track is designed for advisors in years 0-5 of their career, generally with under $25M AUM (equivalent of $250,000 of annual revenue). It is…
Foundational Implementation Track
This track is designed for advisors with $25M or more under management (equivalent of $250,000 of annual revenue). It is a structured program to help…
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
100 Items to Delegate Exercise
Use this worksheet to determine which office tasks the advisor is currently handling that should be delegated to another team member. Download
90-Day Check-In Meeting Guide
Use this resource to guide your 90-day check-in meeting with new hires and gather feedback during the onboarding process. Download
Best Practices for Onboarding Remote Employees
Use this checklist when hiring a remote/virtual employee or when you have to onboard a normal new hire remotely because of unusual circumstances. Download
New Hire Bio Template
Use this template as an example to send to your new hires during the onboarding process and request a short bio you can share with…
Checklist for Developing a Robust Onboarding Process
Use this checklist to help you create and/or gather all of the materials needed to ensure you have a thorough new hire onboarding process. Download