Onboarding
A global brokerage firm, with more than 10,000 Financial Advisors at the time, hired Gus Prestera and his team to redesign their new hire Financial Advisor program and address the problem that, despite investing millions into Associate hiring and onboarding, it...
Onboarding
We helped a manufacturer engineer a preboarding and onboarding process that could be applied and customized to different offices and plants around the globe. Preboarding involves many different departments and contributors, so it was important to get buy-in from a...
Onboarding
We designed and built a series of onboarding guides for new hire sales reps and managers from different product groups. Each guide contained training calendars that were customized to each product group, org charts, contact information, links to online courses and...
Onboarding
New people managers face all of the usual onboarding challenges and in addition they also need to build rapport with their direct reports, establish commitments, and get the team moving. This is often a long, rocky road. To accelerate this process, we help our clients...
Onboarding
Senior leaders generally have a unique set of onboarding needs. Because they are often taking charge of entire business units, large departments, or global functions, these executives are expected to start driving change and delivering results almost immediately....
