Financial Advisor

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Business Intelligence for Financial Advisors

With the unstable economic climate, even more pressure is being put on financial advisors to innovate and stand out from the crowd. In this interactive webcast series, thought leaders will present the latest industry trends and best practices to help you implement superior customer acquisition and retention techniques.

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Take Control of Your First Impression Julie Currid, COO of Initiafy, and Sean Fennell, CEO of Initiafy No matter what you call it, the process of bringing new contractors and temporary employees into your company can be challenging. Nowadays, the most inspirational companies use technology to care for and manage their contingency workforce so that everyone feels engaged and has an impact on productivity.

Contractors and temporary employees may spend much shorter periods of time on your workforce.They may have different skill sets and be carrying out different work.They may even work on different locations to your direct employees. But they still need to be on-boarded in a way which keeps them safe and gets them productive in a timely manner.

This presentation will bring you through the steps you should take when planning your initiation process for contractors and temporary employees.

It advises you on your obligations as well as the kind of information you may wish to impart.
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Jul 9 2015
27 mins
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