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Implementing the Wealth Management Index: Tools to Build Your Practice and Measure Client Success by Ross Levin

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CHAPTER 5

Training Staff in Using the Wealth Management Index

This chapter will give a sense of how we inculcate the Wealth Management Index (WMI) for our new hires and discusses the various methods we use to bring people into the particular culture of Accredited Investors, Inc.

The New Hire Process

When someone becomes an employee of Accredited Investors, Inc., they go through a training process that includes learning how to use the WMI. Before they begin this process, though, they conduct a formal meet and greet with everyone in the company. They meet in 30-minute sessions with one or two people at a time so they can become familiar with their coworkers and understand the various roles that each person has within the firm. This also creates ...

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