The Right Fit Advisor® course provides a deep dive into the process of hiring, onboarding and training the right associate advisor(s) for your practice. Topics covered include: how to post create and post job ads, how to identify the right type of advisor for your firm, onboarding and training best practices. A wealth of supporting documentation exists to guide you through every step of the process.
Open the content by clicking on content link below ‘Course Content’.
To access to this course contact your C2P Support Team, login or use request access.