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When a new Specialist or Wholesaler is introduced into a new corporate environment, here are the Top Ten Traits that Managers look for:
- Professionalism
- Put the clients' interests first
- Trustworthy / high integrity
- Follow through
- Partnership
- Enhance the Advisor's professional image
- Understand the Advisor's needs, fears, concerns
- Keep the Advisor informed
- Broaden business opportunities
- Technical competence
Your new potential-star players are on board and it's time to put them through their paces and orient them to the rest of the team. Imagine if this wasn't part of the drill? What would happen to the new player? Unfortunately, early performance of new players is often diminished by a "sink-or-swim" or laissez faire mentality at many financial services firms.
On the other hand, firms using LifeCo's introduction, orientation and coaching packages have experienced an average 150% increase in productivity among new hires.
With over 13 years of experience developing “Fast Start” programs for leading financial services companies, LifeCo can efficiently and cost-effectively develop a system customized to the unique needs of your organization. Our Fast Start services include:
- The New Hire Introduction Package
- The 52-Week University
- The Fast Start Play Book
- The 55-Point Orientation Checklist
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