WHAT YOU CAN EXPECT

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• Develop clear and accurate job descriptions for all individuals on your team

• Create awareness of expectations and accountability for each role 

• Identify opportunities to provide additional training and mentoring to improve your team 

• Be able to better manage absences of individual team members by understanding how to divide and conquer amongst the remaining individuals 

• Be prepared for future staffing changes 

• Know how to plan strategically for future changes on your team

HOW TO GET STARTED

Develop Job Descriptions for Each Team Member

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1. Update or create job descriptions to reflect the responsibilities outlined in Your Advisory Blueprint, completed in the previous section.

2. You may wish to refer to the samples provided to help you get started:

   • Administrative Assistant

   • Client Service Associate

   • Associate Advisor

   • Financial Advisor

   • Financial Planner

   • Operations Manager

3. Once updated, carefully review it with each team member individually.

4. If you have realigned new tasks to them, make sure they are set up for success, so they:

   • Understand the process and outcome desired.

   • Have the necessary resources (ie., access to systems, office equipment); and

   • Receive additional training if needed.

5. Over time, if you make changes to Your Advisory Blueprint, be sure to translate those changes to the Job Descriptions you have created for the various individuals on your team

Remote Work Best Practices

1. If you plan to allow remote work opportunities for any of your team members, it’s important you have clear policies and pre-defined expectations in place related to this specifically.

   • Read our Remote Work Guidelines to assess if providing this option is a good fit for you and your team.

2. Use the sample Remote Work Best Practices to create policies that best fit your team and situation.

3. After making decisions about which positions (if any) will have remote working options, be sure to:

   • Communicate this with those affected

   • Update their Job Descriptions accordingly

   • Have them review and sign the Remote Work Best Practices Agreement

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