Are You Hiring Assistants So That They Will Like You Or So They Have The Values And Behaviors To Do The Job?
October 3, 2011 by Simon · Leave a Comment
There is a ton of talk / questions about social media ROI ( return on investment ) . I’m happy to say that we have received two new clients in the past 30 days from social media which is significant given that we received them as a result of posts on LinkedIn while I’m at [...]
Following A Social Media Thread From For Advisors Only
July 19, 2011 by Simon · Leave a Comment
Here is an example of my actions taken following this post on For Advisors Only. June 21, 2011 Could I ask for assistance from anyone who has a Job Description for a Personal Assistant? There is so much involved in the day to day administration of our practises that it would help enormously to see [...]
Three Examples Of Ads For Financial Advisor Support Staff
June 27, 2011 by Simon · 1 Comment
Example #1 Sales Assistant to Senior Financial Advisor For Industry Leading Independently-Owned Full Service Brokerage Firm The successful candidate must: have successfully completed the required Securities Course and be fully licensed with current Investment Advisor qualifications. be an enthusiastic team player with exceptional telephone, communication, and interpersonal skills building team and client relationships. have the [...]
Two Examples Of Job Descriptions For Financial Advisor Support Staff
June 24, 2011 by Simon · Leave a Comment
Job Description Example #1 Executive Assistant / Office Manager Position Primary Duties and Responsibilities: ________________ is currently hiring for the position of Executive Assistant / Office Manager to perform a range of duties including, but not limited to: Responsibilities: Booking travel; handling all arrangements; verifying travel and event details Client follow up for event details [...]
Neil Menzies Of Arbutus Financial Is Leading The Way With Technology
June 23, 2011 by Simon · Leave a Comment
This is an article that Neil Menzies of Arbutus Financial wrote for Manulife’s eDialogue monthly. Flash forward to 2011 and Neil has a flourishing business at Arbutus Financial. “Over time, I gained momentum and my natural market of 25-year-olds matured into more senior roles in business – controllers, CEOs, CFOs – as we all grew [...]
How Do I Deal With A Lack Of Commitment From My Team Members?
June 1, 2011 by Simon · Leave a Comment
The first thing to do is lead by example by having a vision, mission, objectives, strategies and action plans and one can do this by creating a One Page Business Plan. The One Page Business Plan translates the standard elements of a business plan into five simple, universal questions. Vision: What are you building? Mission: [...]
A Success Hiring Process Includes Eliminating Stepping Stones & Includes A List Of Things Done
May 30, 2011 by Simon · Leave a Comment
Jason Friend, CEO of 37 Signals has an excellent article in the May Issue of Inc. Magazine entitled When To Hire An Assistant. Jason’s article includes two key points that are include in The Leading Advisor Hiring Process. “We interviewed some really good people. The problem: Most of the best candidates saw the job as [...]
-
Dates for 2012 TBA - stay tuned!
-
-
Now Reading
Planned books:
- Prayer for Owen Meany by John Irving
- The Book Of Air And Shadows: A Novel by Michael Gruber
Current books:
-
Onward: How Starbucks Fought for Its Life without Losing Its Soul by Howard Schultz, Joanne Gordon
-
Paulo Coelho: A Warrior’s Life: The Authorized Biography by Fernando Morais
Recent books:
- 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
- The Book Of Negroes by Lawrence Hill
