Episode 32: The First 90 Days of onboarding a new recruit episode artwork

EPISODE · Nov 17, 2022 · 56 MIN

Episode 32: The First 90 Days of onboarding a new recruit

from The Wize Way · host Wize Mentoring for Accountants and Bookkeepers

Episode 32: The First 90 Days of onboarding a new recruitRECRUIT - team structure, recruitment, management, leadershipIn this episode of The Wize Guys, Brenton Ward, Jamie Johns, and Ed Chan talk about the importance of training your new recruits and why having a proper onboarding procedure equates to investing in the balance sheet of your firm.Learn more on this episode to get you equipped in onboarding new recruits for your accounting firms!Timestamps:0:35 - Understanding the context of investing in a balance sheet3:45 - The importance of attitude for client-facing post4:42 - Difference between client fanatical from team fanatical5:56 - Working IN vs Working ON7:29 -  Tips for onboarding a finder, minder, and grinder15:43 - Hiring an experienced VS fresh graduate 20:13 - How to communicate with clients21:34 - Best training for senior client manager and senior production manager23:04 - Assessing the improvement through review points24:51 - How to build the framework for the first 90 days35:46 - Why you should involve managers in the recruitment process36:36 - Key steps in getting offshore team members set up and trained46:46 - The risk for the 6-month probationary period48:41 - Why 90 days is critical51:09 - How much training do you do in the onboarding process? 51:41 - The importance of the ‘how-to’ videos 53:21 - Is it worthwhile to hire part-time staff?55:22 - How to measure productivity with outputsQuotations:“I often talk about how your staff is your greatest asset, but it's also your greatest challenge.” - Ed Chan“Don't fix their mistakes, let them fix their own mistakes.” - Jamie JohnsUSEFUL LINKS:Employee Handbook TemplateGET IN TOUCH!Website: www.wizementoring.comFacebook: https://www.facebook.com/wizementoring/Twitter: https://twitter.com/wizementoringLinkedin: https://www.linkedin.com/company/wizementoring/Instagram: https://www.instagram.com/wize.guys/?hl=enEmail: [email protected] the full transcript here.________________  PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm:   1. Download our famous Wize Freedom Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 3. Work with Jamie and our mentors for 8 weeks - Build a custom business plan for your firm - Apply here

Episode 32: The First 90 Days of onboarding a new recruit RECRUIT - team structure, recruitment, management, leadership In this episode of The Wize Guys, Brenton Ward, Jamie Johns, and Ed Chan talk about the importance of training your new recruits and why having a proper onboarding procedure equates to investing in the balance sheet of your firm. Learn more on this episode to get you equipped in onboarding new recruits for your accounting firms! Timestamps: 0:35 - Understanding the c...

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Episode 32: The First 90 Days of onboarding a new recruit

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Episode 32: The First 90 Days of onboarding a new recruitRECRUIT - team structure, recruitment, management, leadershipIn this episode of The Wize Guys, Brenton Ward, Jamie Johns, and Ed Chan talk about the importance of training your new recruits...

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