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Five qualities to consider when hiring staff

Make sure your candidate has a knack for communicating with clients

A new report states that IIROC has observed “a dramatic decrease in the number of applicants and [reps] with solvency and integrity issues”

Keeping it all in the family

Check your firm’s policy and follow a formal process. And don’t be afraid to say no

Having an assistant who is smart, knowledgeable and hard working can help keep advisors focused on their clients and on growing their businesses

If your practice is growing beyond your ability to maintain a high level of service for your clients, you may need to hire someone to manage the people, the processes and the projects of your business

Before beginning the process of expanding your team, consider whether your business truly needs an extra hand

The long-term advantages far outweigh the costs

Advisors are hiring junior team members so they can refocus their own efforts on their largest and most ideal clients

The steps you take in bringing clients into your practice will have a profound effect on the strength of those relationships. A smooth process can instil trust in your team and reassure your new clients that they have made the right choice

Set goals and meet frequently

  • By: Leah Golob
  • September 3, 2015 November 9, 2019
  • 09:01