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Plan · Play · Profit eNewsletter | September 2010

Leading Advisor

5 Steps & 4 E-Mails & 102 Questions
To Accelerate Your Hiring Process

Plan · Play · Profit | September 2010

Welcome to the September 2010 edition of our Plan · Play · Profit E-Newsletter!

Clearly with the early rumblings of the subprime mortgage crisis three years behind us, with our neighbors to the south declaring that the great recession ended in June of 2009, and Canadian Banks being rated the soundest in the world, you must be feeling the momentum of the economy.

This economic momentum brings to light these questions;

  • What are you doing to grow your business?
  • What are you doing to make the best use of your time?
  • What are you doing to duplicate yourself?
  • What are you doing to attract a Successor?

One of the services we offer is that we work with our clients to hire assistants, marketing assistants and advisors. Here are 5 Steps & 4 E-Mails & 102 Questions To Accelerate Your Hiring Process that are excerpts from the Hiring Process that we use when working with our clients.

Thank you for the opportunity to be of service.

Simon Reilly
The Financial Advisor Coach
1 877 248 6019


Leading Advisor 5 Steps To Accelerate Your Hiring Process

  1. Upon receipt of resume, an acknowledgement is sent to the applicant, along with an explanation of Hiring Process.
  2. Resumes and materials are reviewed and a shortlist is completed.
  3. An email is sent to the shortlisted candidates, with a request for them to review and complete a set of questions, and return completed questions via email.
  4. Upon receipt and review of material, a second short list is completed.
  5. Telephone interviews are arranged with suitable candidates.

Leading Advisor 4 E-Mails To Accelerate Your Hiring Process


E-Mail #1

Dear ________,

Thank you for your interest in the position of __________.

We find your job experience and qualifications to be a potential good fit for the position and we want to move ahead and engage you in our Hiring Process.

Leading Advisor, Inc. is working in conjunction with our client, _____________________, and we are managing the recruitment and selection process of the _____________ position.

To follow is an outline of our Hiring Process:

  • Review of resumes and shortlist.
  • E-mail sent to short listed candidates with a request for the candidate to review and complete a set of questions, and return completed questions via email.
  • Second short list completed.
  • Telephone interview scheduled based on qualifications,
    experience, and answers to questions.
  • Reference checks conducted.
  • Values & Behaviours Assessment to be assigned and completed via email by short listed candidates.
  • Third short list completed.
  • Live interview.

Following this email, I will send you a second email containing a set of questions that you can complete and send your completed questions to me via email.

Please respond to this email to acknowledge receipt.

Should you decline involvement in our Hiring Process, please kindly reply to this email acknowledging that you are not interested in moving forward.

Best regards,

E-Mail #2

Dear ________,

As outlined in our hiring process, please find our questions attached. Please return your answers to me by
____________________.

Following receipt and review of your answers, I will be in contact once again to either:

(a) Schedule a telephone interview to be conducted between _______________

(b) Advise that at this time, we believe that the requirements of the position are not suited to your past career
experience.

Should you decline involvement in our Hiring Process, please kindly reply to this email acknowledging that you are not interested in moving forward.

Regards,

E-Mail #3

Dear
________,

Thank you again for your interest in the position with ___________________.

We have short listed a number of candidates for the position following the completion of the assessments, and we have determined other candidates more suited for the requirements of the position.

This email is to advise that you have not been short listed for the position.

We wish you success with your job search in the future. Thank you again for your interest and the time you have
invested.

Regards,

E-Mail #4

Dear ______________,

Thank you again for your interest in the position with ___________________.

Please e-mail or fax a hand written explanation in 25 words why you believe you are an excellent candidate for the position.

I want to arrange for a telephone interview with you where we can discuss the position and your skill set and
experience.  My assistant will contact you to arrange for a telephone interview.

Regards,


Leading Advisor 102 Questions To Accelerate Your Hiring Process

Sample Interview Questions For Candidates Via E-Mail

Thank you once again for your interest in the position of _____________________________ with _______________________.

As outlined in a summary of our hiring process, please find a few questions below. Please send your answers to my attention, by ________________________________.

1.    What aspect of the job posting interested you the most?

2.    What are you looking for in your next position?

3.    Of all the work you have done, where have you been most successful? Why?

4.    Where have you been the most fulfilled? Why?

5.    What personal qualities do you think are necessary to make a success of this position?

6.    What would you say are the broad responsibilities of this position?

7.    What is your ideal office environment?

8.    What is your preferred style of working?

9.    (example –  deadlines, fast pace, predictable, organized)

10.  What would you change about your current job, or your most recent job?

11.  What aspects of it do you like the least?

12.  What do you like the most?

Sample Interview Questions For Candidates Via The Telephone

Ability/Suitability

1.    Where do you see yourself professionally in 2 years?

2.    What are you looking for in your next position?

3.    What aspects of your last job gave you the most enjoyment?

4.    What aspects of your last job caused you the most problems?

5.    Tell me about a time when the boss was absent and you had to make a decision.

Flexibility/Stress

1.    How many projects can you handle at a time?

2.    How do you prioritize your projects?

Planning/Organization

1.    Describe your method for keeping track of important matters.

2.    How do you plan your day?

Teamwork

1.    How do you establish a working relationship with new people?

2.    What kind of people do you like to work with?

3.    What kind of people do you dislike to work with?

Manageability

1.    How would your boss get the best out of you?

2.    How would you get the best out of your boss?

3.    How do you react to criticism?

4.    How do you take direction?

5.    Tell me about the kind of rewards that make you feel adequately recognized for your contributions.

6.    Do you have any personal commitments that I should be aware of?

7.    What can you do for us that someone else cannot do?

8.    What special characteristics should I consider about you as a person?  OR

9.    Is there anything else that you would like me to know?

Sample Interview Questions For Candidates Via Live Interview

Opening Questions

1.    Tell me about yourself. (It’s an open ended request, designed to elicit insight into what kind of a person the candidate is.)

2.    Why are you looking for a job? Why are leaving your current position?

3.    What unique experience or qualifications separate you from other candidates?

Career Path

1.    Where do you see yourself six months from now?

2.    Where do you see yourself a year or two from now?

3.    What job would you like to work toward in our company?

4.    If you could have any job in our company, which would it be?

5.    How do you define a successful career?

6.    How will this job help you reach your long-term and career goals?

Level of Interest

1.    What do you know about our organization and industry?

Motivation

2.    Give a specific example of how you have worked independently and under pressure to get the job done and meet a deadline.

3.    Tell me what you have studied and learned to improve the understanding of your last position.

4.    Give examples of how you manage your time and make decisions.

5.    In a situation when your manager is unavailable, how have you proceeded with a project when all the information is not readily available to you?

6.    Provide me with an example of where you have had to isolate yourself from co-workers in the office to focus and complete a project with a deadline.

7.    Explain the benefits of working independently, or working collectively as a team. What situation do you prefer and why?

Environment – looking for a candidate who enjoys working in a smaller office setting with
an entrepreneurial spirit.

1.    What is your ideal work environment?

Ability, Suitability

1.   What would you change about your current job?

2.   How do you handle repetitive tasks?

3.    What are you looking for in your next job?

4.    What are the personal qualities this job demands?

5.    What aspects of your job do you consider the most crucial?

Willingness

1.    What role do you play in ensuring a smooth working environment when your boss is away?

2.    What have you done to go beyond the call of duty to get a job done?

Flexibility

1.    What type of people do you get along with the best?

2.    How many projects can you handle at a time?

3.    How do you prioritize your projects?

4.    When have you rescheduled your time to accommodate an unexpected workload?

Teamwork

1.    How do you handle conflict?

2.    Have you ever worked with a group like this before?

3.    How do you establish a working relationship with new people?

4.    Tell me how you see your responsibilities as a group member.

5.    Have you ever had to stifle your normal behaviour to get along with someone?

6.    How do you define a conducive work atmosphere?

Manageability

1.    How does your boss get the best out of you?

2.    What do you think of your current boss?

3.    Describe the best manager you ever had. Describe the worst manager you ever had.

4.    Tell me about the kind of rewards that make you feel adequately recognized for your contributions.

5.    How could your boss do a better job?

6.    In what ways has your boss contributed to your reasons for leaving your job?

Planning, Organization

1.    Describe your method for keeping track of important matters.

2.    How do you plan your day?

3.    How would you plan for a major project?

4.    Do you set goals for yourself?

Assertiveness

1.    Sometimes it is difficult to know when to quit. Describe an experience in which you were too persistent / not
persistent enough. What happened?

2.    What was the most difficult interpersonal situation you encountered in this position? How did you handle
this?

3.    How have you gotten around obstacles that prevented you from completing projects? Describe an obstacle and what you did to get around it.

Attention to Detail

1.    Describe a situation or process that required your close attention to detail or adherence to prescribed procedures.  Give an example when your close attention paid off.

2.    It can be difficult to attend to every detail of an assignment. Tell me about a time when this happened to you.

Follow Up

1.    Have you ever followed up on tasks and activities that had specific due dates? Tell me about one of these situations.

2.    How do you make sure that your company meets due dates for vendors or consultants? Tell me about a specific situation.

3.    Have you ever needed to contact vendors to check the status of files? Tell me about one of these situations.

4.    How do you make sure that due dates are met for work that you send out? Give some examples.

5.    What systems do you use to keep track of what’s going on with case files? Tell me how you’ve used one of these systems.

Judgment

1.    Describe some recent work related problems and the decision you made to solve them.

2.    Think of a recent decision you made that was good and one that wasn’t as good. What did you do differently in making these decisions?

Initiative

1.    What changes have you tried to implement in your area of responsibility? What have you done to get them under way?

2.    What has been your biggest achievement at _________________? What steps did you take to achieve it?

Decisiveness

1.    Describe a time when you had to make a decision when you really would have preferred more information.

2.    Occasionally, most of us have had to make quick decision. Tell me about some of your quick decisions, and the outcomes.

Resilience

1.    How have you reacted to criticism from your manager? Give an example.

2.    How have you reacted to customers’ criticism of your products or services? Give an example.

Integrity

1.    It is often easy to blur the distinction between confidential information and public knowledge.

2.    Have you ever been faced with this?

3.    What did you do?

Closing Questions

1.    What are your salary requirements?

2.    Why are you interested in this position? Our company?

3.    What would your former boss/colleagues say about you?

Please visit www.LeadingAdvisor.com for more Financial Advisor Resources and Training