What is the Best Process for Onboarding New Team Members?

Beverly Flaxington is a practice management consultant. She answers questions from advisors facing human resource issues. To submit yours, email us here.

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives.

Dear Bev,

There must be faster ways to bring our newer team members up to speed. We have a mentor take them through a training process, but we need to get them in front of clients more quickly to increase bandwidth for the team.

What are some best practices for onboarding new team members in the advisory practices you see? I’m sure we are missing something, just not sure what it is.


Dear T.I.,