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  1. Fiona Collie
    Help new employees understand the organizational culture and provide regular feedback to get them off to a strong start
  2. Fiona Collie
    April-Lynn Levitt, a coach with The Personal Coach, discusses the three main team structures for financial advisors. She highlights team models associated with the highest books of business and customer satisfaction, and gives tips on how to build a successful team for your practice.
  3. Fiona Collie
    Develop a screening process to narrow down the pool of applicants and ask probing interview questions to identify the best candidate
  4. Fiona Collie
    Before beginning the process of expanding your team, consider whether your business truly needs an extra hand
  5. Special Feature

    Help wanted

    Fiona Collie
    A web-exclusive series on hiring support staff
  6. IE Staff
    An occasional series featuring tips for rookie advisors
  7. Leah Golob
    Taking a proactive approach can increase your chances of a positive outcome
  8. Leah Golob
    Sometimes, the best way to lead is to step aside
  9. Leah Golob
    Your assistant should play the role of business partner
  10. Leah Golob
    Keeping your clients in the dark threatens your practice