So, what are the steps to making a successful hire for an administrative employee, including executive assistants, front desk staff, and client service administrators? The first step is to develop a detailed job description. As I mentioned in a previous article (How My Firm Hires Great Employees), it is … Meer weergeven Once the strong candidate resumes start to arrive, I print them out and review them carefully with pen and highlighter in hand. In addition to … Meer weergeven For those candidates who have made it over the resume and cover letter hurdle, before you invite them in for an interview, be sure to conduct a Google search and, if possible, … Meer weergeven For those lucky candidates whom you invite to a face-to-face interview, let them know that they should plan on being at your office for at least 60 to 90 minutes. As I mentioned, whenever possible, schedule the interview … Meer weergeven Because I recruit for advisors across the country, it is necessary for me to conduct interviews by phone. I encourage you to start the interviewing process with a telephone … Meer weergeven WebKitces Report On Financial Advisor Technology Use Download a complimentary copy of The Kitces Report (Vol. 1, 2024), "The Technology That Independent Financial Advisors …
How To Transition Clients To An Associate Advisor - Kitces
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