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We teach Financial Advisors how to become 'The Only Game In Town'
Acquire your next Deliverables Team member in 12 simple steps.
Acquire your next Deliverables Team member in 12 simple steps.
Identify the next Deliverables Team Member you will acquire.
Create a one-page job description for the role you are filling.
Develop a list of candidates that could potentially fill the vacant role on your team.
Before any contact with a candidate, do a bit of research on each individual and firm.
Make a quick call to the candidate's office for the purpose of finalizing research.
Get a phone call on the calendar between the Trusted Advisor and the candidate.
Conduct a preliminary meeting with the candidate at a neutral location.
Meet the candidate at their office to observe their team, and assess their skill and quality of work.
Get sign-off from your existing Deliverables Team to bring the candidate on board.
Structure the framework of a working arrangement with the candidate.
Make your agreement with the candidate official and orient your new Subject Matter Expert.
Get a copy of the signed SME Agreement.
Use these weekly objectives to help push you forward in the Deliverables Team Recruitment Process
Daily Accountability While Filling a Subject Matter Expert Vacancy
A brief overview of the skills and duties required of each Subject Matter Expert on your Deliverables Team