Set goals and meet frequently
Check references and test for skills
The careful approach beats cutting corners to save time
The next generation requires stability, mentorship and collaboration combined with digital know-how in the workplace
Help new employees understand the organizational culture and provide regular feedback to get them off to a strong start
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.
Develop a screening process to narrow down the pool of applicants and ask probing interview questions to identify the best candidate
Non-traditional ways of leaving a job can affect future career opportunities, HR managers say
When paperwork and other administrative tasks are keeping you away from what you do best, it may be time to seek help. Here's what you should know to help you ensure you find the right person for the job
Most advisors who take on an employee say they wish they had done so earlier. Assistants free you to do what you do best, enable you to provide better service to your clients and help you to become more productive