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Welcome to the 2020 Group 
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

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Session 2

Session 3

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