Prepare your staff and clients and invite questions
Create an “onboarding” strategy for new team members
The pros and cons of outsourcing your administrative and business support needs
Joanne Ferguson, president, coach and consultant, Advisor Pathways, tells how one assistant brought in an additional hundred thousand dollars from a client with a single phone call. In the second video of our serious The Right Fit," she gives pragmatic tips on how assistants can help build your book of business, including solid success stories and practice management tips for integrating your team. Ferguson spoke with Brent Jolly, reporter with Investment Executive, at the TMX Broadcast Centre in Toronto.
Personality tests can help you determine which candidates are best suited to be your assistant
Joanne Ferguson, president of Advisor Pathways, explains what advisors need to know about hiring the right assistant. Ferguson addresses where to find the best candidates, hiring mistakes to avoid and interview questions that can pinpoint the right person for the job. Ferguson spoke with Brent Jolly, reporter with Investment Executive, at the TMX Broadcast Centre in Toronto.
Clearly defining the skills and responsibilities relevant to the position is critical to hiring the right assistant
Jordan Rosenberg, business coach at The Personal Coach, discusses the three most common errors advisors make when hiring staff — and how to avoid them. He spoke with Paula Virany, Investment Executive mulitmedia editor and video producer, at the IFB Fall Summit in Toronto.
Check in frequently, but don’t micro-manage
Communication is key