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
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2 Million users worldwide
0 years
Is based on 25+ years of behavioural research
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Is used in over 30 countries