Right Fit Advisor®

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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.

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To access to this course contact your C2P Support Team, login or use request access.