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