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The Mark of Mastery™

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The Deliverables Team Recruitment Process

  • The Deliverables Team Recruitment Process Module

    Acquire your next Deliverables Team member in 12 simple steps.

    • Introduction Lesson

      Acquire your next Deliverables Team member in 12 simple steps.

    • Step 1: Identify Position to Fill Lesson

      Identify the next Deliverables Team Member you will acquire.

    • Step 2: Create a Best-in-Class Profile Lesson

      Create a one-page job description for the role you are filling.

    • Step 3: Find Candidates Lesson

      Develop a list of candidates that could potentially fill the vacant role on your team.

    • Step 4: Initial Research Lesson

      Before any contact with a candidate, do a bit of research on each individual and firm.

    • Step 5: Research Call Lesson

      Make a quick call to the candidate's office for the purpose of finalizing research.

    • Step 6: Schedule the Initial Discovery Meeting™ Lesson

      Get a phone call on the calendar between the Trusted Advisor and the candidate.

    • Step 7: The Initial Discovery Meeting™ Lesson

      Conduct a preliminary meeting with the candidate at a neutral location.

    • Step 8: The Best-in-Class Assessment Meeting™ Lesson

      Meet the candidate at their office to observe their team, and assess their skill and quality of work.

    • Step 9: The Internal Agreement Meeting™ Lesson

      Get sign-off from your existing Deliverables Team to bring the candidate on board.

    • Step 10: The Deal Structure Meeting™ Lesson

      Structure the framework of a working arrangement with the candidate.

    • Step 11: Finalize Agreement Lesson

      Make your agreement with the candidate official and orient your new Subject Matter Expert.

    • Step 12: Obtain SME Agreement Lesson

      Get a copy of the signed SME Agreement.

    • Week-by-Week Plan for Implementation Lesson

      Use these weekly objectives to help push you forward in the Deliverables Team Recruitment Process

    • Tracking Your Progress & Results Lesson

      Daily Accountability While Filling a Subject Matter Expert Vacancy

    • Subject Matter Expert Descriptions Lesson

      A brief overview of the skills and duties required of each Subject Matter Expert on your Deliverables Team

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  • Building a Skilled & Capable Team
    • The Role of the Administrative Manager
      • Administrative Support Assessment for Trusted Advisors
    • Hiring an Extraordinary Administrative Manager
      • Steps 1-3
      • Steps 4-6
      • Steps 7-10
    • The Deliverables Team Recruitment Process
      • Introduction
      • Step 1: Identify Position to Fill
      • Step 2: Create a Best-in-Class Profile
      • Step 3: Find Candidates
      • Step 4: Initial Research
      • Step 5: Research Call
      • Step 6: Schedule the Initial Discovery Meeting™
      • Step 7: The Initial Discovery Meeting™
      • Step 8: The Best-in-Class Assessment Meeting™
      • Step 9: The Internal Agreement Meeting™
      • Step 10: The Deal Structure Meeting™
      • Step 11: Finalize Agreement
      • Step 12: Obtain SME Agreement
      • Week-by-Week Plan for Implementation
      • Tracking Your Progress & Results
      • Subject Matter Expert Descriptions
    • Evaluating Your Deliverables Team
      • Evaluating Your Deliverables Team, Part 1
      • Evaluating Your Deliverables Team, Part 2
    • The Ten Client Deliverables, Course 1 of 2
      • Introduction and Overview
      • Comprehensive Written Lifetime Financial Strategy [Deliverable 1 of 10]
      • The Greatest Probability Strategy (GPS) [Deliverable 2 of 10]
      • The Progress Reports [Deliverable 3 of 10]
      • Money Management [Deliverable 4 of 10]
      • Parting Shot
    • The Ten Client Deliverables, Course 2 of 2
      • Introduction
      • Income Tax Projection [Deliverable 5 of 10]
      • Income Tax Review and On-time Filing/Lodging [Deliverable 6 of 10]
      • Estate Planning [Deliverable 7 of 10]
      • The Goal Blueprint™ [Deliverable 8 of 10]
      • Cash Reserves and Debt Management [Deliverable 9 of 10]
      • The Comprehensive Safety Review Exercise [Deliverable 10 of 10]
      • Parting Shot
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