Oct 16, 2024
The 90-day performance plan: Guiding new advisors on the path toward excellence
The first 90 days are critical for all new advisors. That’s why Joyce Wu works closely with new team members to ensure they take necessary steps to succeed. She’s found that developing strategies for time management, activity tracking and performance reviews using the DOME principle lead to positive impact. Here, she overviews her 90-day performance review system; stresses the importance of balancing work and personal life, regular team meetings and continuous learning.
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