Home In Depth Special Reports The right fit

The right fit

In part one of this three-part series on hiring the right assistant, learn how to craft a job description that will provide a roadmap for the hiring process. Part two, on Tuesday, outlines tips for using personality assessments to find the right assistant, and in part three, on Wednesday, explore the pros and cons of hiring a virtual assistant. Learn more about strategies for hiring a top-notch assistant in a video featuring Joanne Ferguson, president, coach and consultant with Advisor Pathways Inc.

April 24, 2013

Hiring a virtual assistant

The pros and cons of outsourcing your administrative and business support needs

  • April 24, 2013 October 30, 2019
  • 10:51

Find new business with an assistant

Joanne Ferguson, president, coach and consultant, Advisor Pathways, tells how one assistant brought in an additional hundred thousand dollars from a client with a single phone call. In the second video of our serious The Right Fit," she gives pragmatic tips on how assistants can help build your book of business, including solid success stories and practice management tips for integrating your team. Ferguson spoke with Brent Jolly, reporter with Investment Executive, at the TMX Broadcast Centre in Toronto.

  • April 24, 2013 October 30, 2019
  • 08:55

Picking the right personality

Personality tests can help you determine which candidates are best suited to be your assistant

  • April 23, 2013 October 30, 2019
  • 13:05

Crafting a detailed job description

Clearly defining the skills and responsibilities relevant to the position is critical to hiring the right assistant

  • April 22, 2013 October 30, 2019
  • 12:30

Find the right assistant for your practice

Joanne Ferguson, president of Advisor Pathways, explains what advisors need to know about hiring the right assistant. Ferguson addresses where to find the best candidates, hiring mistakes to avoid and interview questions that can pinpoint the right person for the job. Ferguson spoke with Brent Jolly, reporter with Investment Executive, at the TMX Broadcast Centre in Toronto.

  • April 22, 2013 October 30, 2019
  • 12:30