Do You Have a System for Properly
Onboarding and Training Your Staff?

 If not (or if yours could use some improvements), read on…

Finding the right person to work for your firm can be challenging.  However, the steps that you take as a company to onboard any new support staff team member and properly train them to be successful in their new role for your firm can be just as challenging — if not more!

These are most definitely the types of things we never even thought about in law school!

A lack of systems around communicating firm policies and properly training new hires is exactly why so many potentially fantastic employees don’t make it or don’t stay with you for more than a few months.  This is why Ultimate Estate Planner Practice Success Coach, Kristina Schneider, has put together this step-by-step, super practical presentation entitled, “How to Properly Train and Onboard Support Staff”.

Whether you’re an estate planning attorney, financial advisor, CPA or other type of professional, this presentation will be extremely beneficial to you.  During this 72-minute presentation, you will learn:

• How to prepare for the new hire before their first day at the office

• The best day and time to schedule a new employee to start working for you and what you should do on that first day

• The 10 steps for properly onboarding new employees (relevant for support staff, as well as associate attorneys)

• A commonly overlooked training video that just about every single firm is missing, which would help bridge a huge learning gap for many new employees!

• How to develop small, achievable goals for the new hire and communicate them to the new hire, including systems for providing new hire appropriate feedback and performance evaluation

• Tips for the new hire training, including:
  • Who should conduct the training (and what if the person who did this job before is no longer with you!)
  • What to do when there’s too much to do (and not enough time to do it!)
  • How you can utilize technology in the training to maximize the time and effort involved
  • How to minimize disruptions and prevent needless interruptions while the new employee gets accustomed to their new job

• The red flags to be on the lookout for during the training and onboarding period and what to do about it!

• And much, much more!

Your purchase includes an instantly downloadable video and audio recording, plus PDF handout materials and exhibits. You get all of this and more for you and your office to use at the low price of $199. A PDF transcript is available as an add-on for an additional fee.