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The Mark of Mastery™

We teach Financial Advisors how to become 'The Only Game In Town'

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Hiring an Extraordinary Administrative Manager

  • Hiring an Extraordinary Administrative Manager Module

    Master the ten steps to hiring an extraordinary Administrative Manager who will serve as the Project Leader for you and your team.

    • Steps 1-3 Lesson

      In this section, you'll learn to finalize the position agreement, set key performance measures, and find candidates.

    • Steps 4-6 Lesson

      In this section, you'll learn how to screen candidates, conduct an initial interview, and about the importance of the rule of threes.

    • Steps 7-10 Lesson

      In this section, you'll learn how to check references, understand why a trial period is important, and decide how to compensate your Administrative Manager with the possibility of a team-based bonus.

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  • Building a Skilled & Capable Team
    • The Role of the Administrative Manager
      • Administrative Support Assessment for Trusted Advisors
    • Hiring an Extraordinary Administrative Manager
      • Steps 1-3
      • Steps 4-6
      • Steps 7-10
    • The Deliverables Team Recruitment Process
      • Introduction
      • Step 1: Identify Position to Fill
      • Step 2: Create a Best-in-Class Profile
      • Step 3: Find Candidates
      • Step 4: Initial Research
      • Step 5: Research Call
      • Step 6: Schedule the Initial Discovery Meeting™
      • Step 7: The Initial Discovery Meeting™
      • Step 8: The Best-in-Class Assessment Meeting™
      • Step 9: The Internal Agreement Meeting™
      • Step 10: The Deal Structure Meeting™
      • Step 11: Finalize Agreement
      • Step 12: Obtain SME Agreement
      • Week-by-Week Plan for Implementation
      • Tracking Your Progress & Results
      • Subject Matter Expert Descriptions
    • Evaluating Your Deliverables Team
      • Evaluating Your Deliverables Team, Part 1
      • Evaluating Your Deliverables Team, Part 2
    • The Ten Client Deliverables, Course 1 of 2
      • Introduction and Overview
      • Comprehensive Written Lifetime Financial Strategy [Deliverable 1 of 10]
      • The Greatest Probability Strategy (GPS) [Deliverable 2 of 10]
      • The Progress Reports [Deliverable 3 of 10]
      • Money Management [Deliverable 4 of 10]
      • Parting Shot
    • The Ten Client Deliverables, Course 2 of 2
      • Introduction
      • Income Tax Projection [Deliverable 5 of 10]
      • Income Tax Review and On-time Filing/Lodging [Deliverable 6 of 10]
      • Estate Planning [Deliverable 7 of 10]
      • The Goal Blueprint™ [Deliverable 8 of 10]
      • Cash Reserves and Debt Management [Deliverable 9 of 10]
      • The Comprehensive Safety Review Exercise [Deliverable 10 of 10]
      • Parting Shot
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