New SLICE survey: people management strategies in financial advice practices

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The second SLICE financial planning survey examines a range of critical issues confronting financial planning practices, topics that challenge practices’ efficiency, profitability and viability. The SLICE 2 survey provides financial planning practice owners and managers with an opportunity to quickly and easily share their views and insights with their peers, to build an understanding of

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Five tips to help you choose a recruiter

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Recruiters can be a valuable partner in helping you bring the right people in to your business however there are a few things you should keep in mind when considering choosing a recruiter to work with you. Number 1: Ensure that the recruiter has a successful track record of recruiting for positions similar to the

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Less heat in FOFA, employee numbers static, focus on training – results of the SLICE survey

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FOFA The inaugural SLICE financial planning survey has revealed that only 9% of respondents thought that the introduction of FOFA has negatively impacted on their business growth in terms of staffing and while 25% were unclear of the ramifications of the legislation in follow up discussions most suspected there would be some increase in costs

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Five tips for surviving curve ball interviews

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Curve ball interviews can be not only unsettling but unhinge you to the extent that your chances of getting the job you had your heart and souls invested in are derailed. These interviews invariably start off innocuously with the interviewer asking you a range of background questions drawn from your CV. From there they will

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Five tips to get your interview strategy right

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The job you want is within your grasp and all you have to do is get through the interview. To make sure that you are best placed to get yourself to the front of the queue there are five things that you can do: 1. Do research on the company by: Accessing the company website.

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Combating the number one threat to wealth management businesses

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Of all the threats to wealth management businesses a wrong hiring decision ranks at the front of the queue, as non-performing employees can soon become ‘the enemy within’ causing considerable damage to a company’s client relationships and its brand. ‘Successful Recruitment – Transforming your business through best practice’ is designed to help bullet proof wealth

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Mastering the recruitment challenge #3

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In parts One and Two,  I discussed how to design and implement an effective recruitment campaign and the resources that you can draw on. In Part Three,  I look at interviewing, referencing, making the offer to the preferred candidate and positioning your business as an employer of choice. Click on the link to read Mastering

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Mastering the recruitment challenge #2

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In Part One (published 10 December 2012) I discussed some of the issues you should consider when planning a recruitment campaign. The first two steps covered conducting an analysis/ review of the position and then putting together the position description. Part 2 looks at the decision to DIY or work with a recruiter and then

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3 steps for mastering the recruitment challenge – part 1

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2012 has thrown up a number of significant challenges for advisers but the one that has caused no end of frustration has been the issue of staff recruitment. Many owners of financial planning businesses have found that what they thought would be a relatively straight forward recruitment exercise turned out to be a marathon effort, often with

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Recruitment advisers offer cost effective alternative

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Recruitment of new staff can be one of the most time consuming and costly issues facing business owners. Traditionally, choosing how to recruit new staff has been limited to either doing it yourself or working with a recruiter. There is a third option that can provide you with a recruitment partner at a significantly lower

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