Course Scripts: Onboarding and Training Talent
This is a readable script of the Onboarding and Training Talent course in Carson Coaching Online. Download
This is a readable script of the Onboarding and Training Talent course in Carson Coaching Online. Download
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…
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…
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…
Use this resource as an example of how to set up a first week training agenda for new advisors. Download
Use this worksheet to determine which office tasks the advisor is currently handling that should be delegated to another team member. Download
Use this resource to guide your 90-day check-in meeting with new hires and gather feedback during the onboarding process. Download
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
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…
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