Resources

Many financial professionals dread having to hire new staff for their practices. When looking at candidates many feel anxiety. Will the person fit into the culture they’ve established and be a contribution to their team? Kirk J. Hulett, Senior Vice President of Strategy and Practice Management for Securities America, takes the guesswork out of the hiring process in Hiring to Grow: A Practical Handbook: How to Attract and Select Quality Talent.

“Knowing when to hire and making the right candidate decision can be the wind in a financial services practice’s sails that propels it to the next level,” says Hulett. “When hiring, an advisor must address issues that accompany running a business including hiring, and managing staff. Attracting, directing and retaining not just any team but a talented team can result in measurable bottom line contributions to the practice.”

Hiring to Grow leads financial advisors through every step in the hiring process including how to:

Divided into eight, easy-to-read chapters, Hiring to Grow takes financial advisors through the entire process from reviewing whether a new staff person is really needed to getting that person up and running as an effective, contributing member of the team.

Employee job performance is often seen as an intangible part of the workplace. There are different types of employee performance review processes, but many of them fall short of creating an effective, whole way to evaluate who your best employees are, what employees need to improve their performance and how and effective methods to motivate and reward job performance. Kirk J. Hulett, Senior Vice President of Strategy and Practice Management for Securities America, Inc., helps managers create an environment where employees can learn, grow and prosper in Managing for Performance: The Cycle of Success.

“Managing for Performance is part of Securities America’s ongoing effort to provide our registered representatives and independent advisors with solutions that meet their unique business needs,” says Hulett. “There are many issues that face financial advisors and staff charged with supervising other team members. This book provides techniques to help advisors identify, measure, evaluate, improve and reward employee performance. The worksheets and strategies detailed in Managing for Performance can help them work through a myriad of workplace issues and lead more effective teams.”

Managing for Performance, the companion book to “Hiring for Succes,” continues the progression of leading advisors and their office managers through the whole process of managing effective teams and shows them how to:

Separated into two units, The Performance Management Cycle and Managing Staff Special Topics, Managing for Performance is a valuable tool that can help business owners effectively manage successful teams.