B.C. Advisor Neil Menzies Adopts A Unique Succession Planning Role
September 21, 2012 by Simon · Leave a Comment
Here is an excerpt from the September edition of the Advocis Forum Magazine. In the article by Craig Harris, our client Neil Menzies mentions the work that we provide for Arbutus Financial. Please click here to read the entire article; B.C. Advisor Neil Menzies Adopts A Unique Succession Planning Role First up on [...]
Assistant to MFDA, Segregated Funds and EMD Producer for Calgary Financial Services Firm
July 19, 2012 by Liz · Leave a Comment
Leading Advisor is looking for an exceptional Financial Services Assistant to join the team at a Calgary Financial Services Firm. Leading Advisor works exclusively with successful financial advisors and their teams to achieve sustainable business results. We are working in conjunction with our client to manage the recruitment and selection process of the position of [...]
Updating Our Client About Their Hiring Project
July 13, 2012 by Simon · Leave a Comment
Here is a copy of an e-mail that Laura sent to our client on Friday, July 6th, 2012 that relates to the Marketing Assistant for Edmonton Financial Services Firm and The Leading Advisor Hiring System. Dear Client, Hope you have had a great week. Here is an update. I had 3 additional resumes come in [...]
Keeping The Hiring Egg Off Your Face & Mine
July 11, 2012 by Simon · Leave a Comment
I received the following e-mail from a client after they received the e-mail that is contained in An Assessment & A Follow Up E-Mail Like This Will Prevent Your Next Hiring Disaster blog. Please find the e-mail along with my reply. Dear Simon, Thanks for your feedback. The candidate said that they would consider [...]
I Must Know You
July 4, 2012 by Simon · Leave a Comment
Did that get your attention? I hope that it did. What can you learn from Alec Baldwin’s attention grabbing headlines from the first weekend of July 2012? When Alec first met his now wife, Hilaria, he introduced himself by saying “I must know you” and then handed Hilaria his card. What if you were to [...]
An Assessment & A Follow Up E-Mail Like This Will Prevent Your Next Hiring Disaster
June 28, 2012 by Simon · Leave a Comment
Dear Client, I am NOT recommending that you hire the candidate who recently completed an assessment. While their behaviors are excellent for the position, this means they can cross the t’s and dot the i’s, follow routine and be a good people-person, at the same time, I don’t believe they have the values for the [...]
The Leading Advisor Hiring System
June 20, 2012 by Simon · Leave a Comment
Leading Advisor, Inc. has worked exclusively with successful financial advisors and their teams to achieve sustainable business results. Our ability to provide superior guidance is evident from our prestigious list of clients. Working in conjunction with our client, we manage the recruitment and selection process of the position of Associate Advisors, Marketing Assistant and Office [...]
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Dates for 2012 TBA - stay tuned!
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Now Reading
Planned books:
- Prayer for Owen Meany by John Irving
- The Book Of Air And Shadows: A Novel by Michael Gruber
Current books:
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Siddhartha by Hermann Hesse
Recent books:
- The Brave: A Novel by Nicholas Evans
- The Cellist of Sarajevo by Steven Galloway
- The Angel’s Game by Carlos Ruiz Zafon
- Shadow Of The Wind by Carlos Zafon
- The Outlander by Gil Adamson
