Financial Advisor onboarding

A six-week onboarding template for an employee of a financial advisory company.

Onboarding - 27 activities

Six-week onboarding training program for new employees of financial advisory companies based on

A Six-Week Onboarding Program To Train New Advisory Firm Employees made by

Angie Herbers


https://www.kitces.com/blog/six-week-onboarding-training-program-financial-advisory-firm-operations-manual-herbers/

  1. Week 1. Understanding the company profile and its technology systems;
  2. Week 2. Roles and responsibilities of employees across the firm and administrative procedures;
  3. Week 3. Total client experience;
  4. Week 4. Marketing and the prospective client process;
  5. Week 5. Understanding the Client meeting process and client communications; and
  6. Week 6. Compliance.

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