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Financial Planning Psychometric Testing

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REPORTSAMPLEFinancial Planning Benchmark Report

Job Success formula samples interview guide plus recruiting toolkit

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Download contains :
  • Sample Financial Planners Job Success Formula
  • Sample Para Planner Job Success Formula
  • Sample Insurance Adviser Job Success Formula
  • Sample Practice Manager Job Success Formula
  • Sample Client Services Officer Job Success Formula
  • Sample Interview questions to ask the specific sample individual
  • The SAOL formula for effective interviewing
  • 10 Powerful interview questions every hiring manager should be asking
  • A Current Template Letter of Employment prepared by an Australian Solicitor
  • CEO perspective – Lessons Learned Video

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[fusion_modal_text_link name=”Popout_Modal” class=”” id=””]Free Benchmark Report[/fusion_modal_text_link]

Accurately predict the performance of your next Financial Planning Hire

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62 Page Report with Templates Includes : 

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  • Financial Planners Job Success Formula
  • Para Planner Job Success Formula
  • Practice Manager Job Success Formula
  • Client Services Officer Job Success Formula
  • Sample Planner, Paraplanner and CSO assessment
  • Interview questions guide
  • The SAOL formula for effective interviewing
  • 10 Powerful interview questions every hiring manager should be asking
  • 3 current template letters of employment prepared by an Australian Solicitor 
  • CEO Perspective – Lessons Learned Video

REPORTSAMPLE

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Benchmark new candidates against industry high performers.

This report contains Job Success Formulas for the following roles :

  • Financial Planners
  • Para Planners
  • Assistant Planners
  • Client Service Officers
  • and Practice Managers

Our assessments produce an overall score plus a breakdown of each weighted trait and behaviour plus those traits to avoid.  The accompanying explanation against each specific trait can be used manage and improve in each specific area.

  • Be sure you are hiring the right people for a specific job
  • Avoid the expense of having to manage poor performance
  • Reduce employee turnover and recruitment costs
  • Gain powerful insights when hiring, developing, or promoting employees

[/fusion_text][fusion_counters_box columns=”1″ color=”#000000″ body_color=”#000000″ border_color=”#ffffff”][fusion_counter_box value=”2000000″ delimiter=”,” unit=”” unit_pos=”suffix” icon=”fa-user” direction=”up”]2 Million users worldwide[/fusion_counter_box][/fusion_counters_box][fusion_counters_box columns=”1″ color=”#000000″ body_color=”#000000″ border_color=”#ffffff”][fusion_counter_box value=”25″ delimiter=”” unit=” years” unit_pos=”suffix” icon=”fa-thumbs-o-up” direction=”up”]Is based on 25+ years of behavioural research[/fusion_counter_box][/fusion_counters_box][fusion_counters_box columns=”1″ color=”#000000″ body_color=”#000000″ border_color=”#ffffff”][fusion_counter_box value=”30″ delimiter=”” unit=” Countries” unit_pos=”suffix” icon=”fa-plane” direction=”up”]Is used in over 30 countries[/fusion_counter_box][/fusion_counters_box][/fusion_builder_column][fusion_builder_column type=”1_6″ layout=”1_6″ last=”yes” spacing=”yes” center_content=”no” hide_on_mobile=”no” background_color=”” background_image=”” background_repeat=”no-repeat” background_position=”left top” hover_type=”none” link=”” border_position=”all” border_size=”0px” border_color=”” border_style=”” padding=”” margin_top=”” margin_bottom=”” animation_type=”” animation_direction=”” animation_speed=”0.1″ animation_offset=”” class=”” id=”” element_content=”” min_height=””][/fusion_builder_column][/fusion_builder_row][/fusion_builder_container]