Take the guesswork out of evaluating and hiring.
At this webinar, you’ll learn a step-by-step approach to getting the right people on your team.
• SWOT (Strengths, Weaknesses, Opportunities, and Threats) analysis
• Applying the 4 C’s of staffing
• Writing job descriptions
• Classified-ad writing and placement
• Ideal interview questions
• Work assessments during interview
• The employee on-boarding process
Guest presenter Andrea Schlapia is founder and CEO of Ironstone Communications, Inc., a global learning and development consultancy serving the financial services industry that focuses on business building and practice management. Andrea has over 20 years of experience in the financial services industry. She is a certified executive coach through Coach U and currently pursuing a doctorate in Human and Organizational Development at Fielding University.
Note: This webinar is not eligible for CFP® CE credit and is not eligible for IMCA® credit towards CIMA®, CIMC®, and CPWA® accreditations.
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jammed a lot of great information into a short time - great!
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Nice, succinct explanation of the ideal hiring process.
This general overview was very helpful in getting me to start thinking about the next steps we'll likely need to take in the next year or so.
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Andrea did a great job. Excellent really.
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very helpful
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A4A is a news and professional education solution for a fiduciary who:
-- holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually
-- values research by Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck
-- broadly diversifies a core of client portfolios in low-expense funds
-- strategically invests based on MPT and economic fundamentals
-- advises on tax and financial planning as well as investing
-- is building a brand as a thought leader locally or in a niche
-- values thought leadership when bad news breaks
-- wants CE aligned with Advisor Products client education platform
-- wants 24/7 CE with objective financial, tax and investment planning news analysis
A4A is accredited by the CFP Board, IWI, and NASBA.