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Welcome to the 2020 Group 2 
Day Four

 

Below you can access your documents from every session, just click on the documents to view or download them

 

 

Presentations

Brett’s Presentation for Day 4

Domi's Presentation - Getting Your Team And Structure Right

Documents & Worksheets


Agenda 

1st Face To Face Interview Form

Assessing People For Fit

A Guide On Due Diligence For Outsourcing

About Me

Accountability Identifier

Administrator - Job Spec

Candidate Scorecard

Client Relationship Manager - Job Spec

Financial Planner - Job Spec 

Is outsourcing for us

Managing Director Job Spec

Paraplanner - Job Spec

Practice Manager Job Spec

Receptionist - Job Spec

Telephone Interview Form

Vacancy Profile Form

Recommended Reading 

 

The Dream Manager
by Matthew Kelly

BUY HERE

 

 

 

Video & Audio

 

Session 1

Session 2

Session 3