Free Benchmark Report

Accurately predict the performance of your next Financial Planning Hire

62 Page Report with Templates Includes : 

• Financial Planners Job Success Formula
• Para Planner Job Success Formula
• Practice Manager Job Success Formula
• Client Services Officer Job Success Formula
• Sample Planner, Paraplanner and CSO assessment
• Interview questions guide
• The SAOL formula for effective interviewing
• 10 Powerful interview questions every hiring manager should be asking
• 3 current template letters of employment prepared by an Australian Solicitor 
• CEO Perspective – Lessons Learned Video

Benchmark new candidates against industry high performers.

This report contains Job Success Formulas 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