January 2021 Issue: 10 Onboarding Tips to Engage new Colleagues-10 Onboarding Tips to Engage new Colleagues by Stephanie James

10 Onboarding Tips to Engage new Colleagues by Stephanie James

Pdf Summary

This article provides tips for creating an effective onboarding program for new hires in a financial advisory firm. It emphasizes the importance of making a good first impression and building relationships with colleagues. The article suggests preparing in advance by creating an onboarding itinerary and scheduling social time for new team members to connect with their colleagues. It also recommends centralizing all resources in one location for easy reference and providing information on client assignments and open projects for the new hire to work on. The article suggests checking on the new hire's remote technology setup and discussing the firm's mission, values, and career path. It emphasizes the importance of daily debriefs and establishing consistent check-ins between the new hire and their manager. The article also recommends gathering feedback on the new hire's progress and providing clear goals for their career development. By investing time and interest in new colleagues, the article argues that firms can create a positive onboarding experience, which ultimately benefits both the team and clients.

Keywords

onboarding program

new hires

financial advisory firm

building relationships

onboarding itinerary

client assignments

remote technology setup

career path

consistent check-ins

positive onboarding experience