YOUR GUIDE TO HIRING WITH INTENTION
Get your free Complete Hiring Toolkit, including four expert-crafted guides to help you hire the right people for the right roles at the right time.
ACCESS YOUR FREE GUIDE
Hiring is one of the most important decisions you can make for your firm, especially if you’re a solopreneur practice owner. That’s why we created the Complete Hiring Toolkit: four ready-to-use guides designed to help you hire, onboard, and retain four key roles for your practice.
Whether you’re adding your first administrative assistant, bringing on a second chair advisor, or replacing a financial planning associate, this toolkit gives you:
1.
Clear role descriptions and responsibilities
2.
Sample job postings and interview questions
3.
Onboarding frameworks and plans to help ensure employee success
Included Roles:
Administrative
Assistant
Client Service
Associate
Financial Planning
Associate
Associate
Advisor
25%
time regained
75%
revenue increase each year
96%
AUM increase in just 3 years
25%
time regained
75%
revenue increase each year
96%
AUM increase in just 3 years
