Accurately predict the performance of your next Financial Planning Hire

If you could benchmark new candidates or existing staff against industry high performers, would that be of value to you ?

Benchmark Job Success Formulas are available for the following roles :

• Financial Planners
• Para Planners
• Assistant Planners
• Client Service Officers
• and Practice Managers

Our assessments produce an overall score plus a breakdown of each weighted trait and behaviour plus those traits to avoid.  The accompanying explanation against each specific trait can be used manage and improve in each specific area.

• Be sure you are hiring the right people for a specific job
• Avoid the expense of having to manage poor performance
• Reduce employee turnover and recruitment costs
• Gain powerful insights when hiring, developing, or promoting employees