How to Expedite New Employee Onboarding to Simplify Firm Growth Logistics

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Successful new employee onboarding at an advisory firm means equipping the new advisor with the necessary skills, knowledge, tools, and resources to excel in their role. So how can we make sure all of this is successfully accomplished in conjunction with all of the other daily tasks we need to fulfill? The answer involves a comprehensive and well-structured process. 

Join Simplicity Ops and Wealthbox for a previously recorded live webinar to learn about the best practices surrounding new employee onboarding. This webinar will cover:

  1. How firms can welcome new talent in a meaningful, yet effective way.
  2. How to create a new employee onboarding playbook 
  3. How to define the role each staff member will play in getting the new team member up to speed. 
  4. How technology can help expedite and track the onboarding process.


Kate Guillen

Founder & Lead Coach

Simplicity Ops

Andrew Ladwig

Director of Business Development


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