Click on the links below to access your course documents.

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Presentation Slides

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Getting Your Team And Structure Right

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Tools & Templates

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Click on the links below to view and download

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Agenda

1st Face To Face Interview Form

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?

Paraplanner - Job Spec

Practice Manager - Job Spec

Receptionist - Job Spec

Telephone Interview Form

Vacancy Profile Form

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Recommended Reading

 

The Dream Manager

by Matthew Kelly
BUY HERE

 

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Videos

 

Bretts Thoughts​

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