Personality tests can help you determine which candidates are best suited to be your assistant
As more clients go DIY, find ways to help them save
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.
Clearly defining the skills and responsibilities relevant to the position is critical to hiring the right assistant
Include spouses and children for maximum benefit
Helping your clients save as the deadline approaches
Do your due diligence before taking the leap
Think of compliance officers as your strongest allies