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Customized One-on-One Business Coaching for Financial Advisors

New Hiring Programs

Our Coaches, Kim and Heather, have been working away on further developing our hiring and integration programs offered to advisors and their teams. Hiring a team member can be a long and onerous task, especially without guidance or experience. We have discovered that many advisors prefer someone else handling certain aspects of the process – and often, the entire process. Our hiring programs allow you to continue to focus on what you do best and delegate the hiring to us. We become an extension of your team - your human resources and hiring team!


Key elements of the coaching process include, attracting, hiring, retaining and compensating the right team members; understanding each team member’s competencies, skills and responsibilities; having each person in the right role and building team effectiveness, efficiency and cohesiveness.

 

Services available include:
  • Identifying the candidate pool
  • Narrowing the candidate pool
  • Due diligence – screening final candidates

We also have a Coaching for Integration Success Program that will help you hit the ground running from day one with your new hire. Your customized program includes the following:

  • A copy of the Right Fit II Booklet - Integration and Development of a New Team Member
  • A customized agenda to follow for your employee’s first day and their first week
  • A comprehensive training checklist with a focus on the first 3 months of your employee’s development
  • On-site training the first day followed by video conference/phone and email consultation with the advisor, training team and the new employee, as required

Failure to hire right can be very expensive and time consuming. To learn more about these exciting services and how to hire and integrate an exceptional team member, please connect at confidence@thepersonalcoach.ca.

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Heather Amlin, Operations & Efficiencies Coach
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June 17, 2019
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Fortunato Restagno, Brand Coach
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Kim Poulin, Business Coach
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Afsar Shah, Business & Regulatory Coach
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June 13, 2019
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April-Lynn Levitt, Business Coach
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