The Advisor Authority

COURSE INTRODUCTION

MODULE 1: Creating Your Dream Team Efficiently

Module 1: Download PowerPoint Slides

Module 1: Download Audio

Module 1: Download Transcript

MODULE 2: Hiring and Paying Your Dream Staff Members

Module 2: Download PowerPoint Slides

Module 2: Download Audio

Module 2: Download Transcript

Module 2 Worksheet: Sample Job Descriptions (2) and Job Postings

Module 2 Worksheet: Botsford Team Kolbe Score List

Module 2 Worksheet: Offer Letter Template and 2 Samples

Module 2 Worksheet: Offer Letter Sample for “Michelle Smith”

Module 2 Worksheet: Compensation Templates for 4 Major Positions

Module 2 Worksheet: Compensation Template for Marketing Director

MODULE 3: Transitioning Your Clients to Your Dream Staff

Module 3: Download PowerPoint Slides

Module 3: Download Audio

Module 3: Download Transcript

Module 3 Worksheet: Buy/Sell Member Agreement Sample

Module 3 Worksheet: Employee Agreement Sample

Module 3 Worksheet: Confidentiality Agreement Sample

Module 3 Worksheet: Commission Assignment Agreement Sample

MODULE 4: Creating Your Firm’s Systems & Processes

Module 4: Download PowerPoint Slides

Module 4: Download Audio

Module 4: Download Transcript

Module 4 Worksheet: New Client Onboarding Process

Module 4 Worksheet: Communication E-Mail and Appointment Templates

Module 4 Worksheet: Meeting Download Example

Module 4 Worksheet: Planning Client Renewal Process

Module 4 Worksheet: Client Birthday Process

Module 4 Worksheet: Thanksgiving Letter Process and Sample

Module 4 Worksheet: Marketing Packet Assembly Process

Module 4 Worksheet: Tiffany Glass Referral Process

Module 4 Worksheet: Tiffany Glass Referral Letters

VISUAL PLANNING TOOL

BONUS MODULE: Leading Your Team - Monday Morning Meetings

Bonus Module: Download PowerPoint Slides

Bonus Module: Download Audio

Bonus Module: Download Transcript

Bonus Module: Monday Morning Meeting Sample Agenda

Bonus Module: Staff Positions & Duties Sample

Bonus Module: Relationship Manager Tasks Sample

Bonus Module: Personal Assistant Duties Sample

Sample Organizational Chart