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  2. Ultimate Client Onboarding Checklist for Financial Advisors ...

    www.aol.com/ultimate-client-onboarding-checklist...

    The first phase of new client onboarding largely revolves around gathering information and completing the necessary paperwork once an investor decides they'd like to work with you.

  3. Onboarding - Wikipedia

    en.wikipedia.org/wiki/Onboarding

    Online onboarding, i.e., digital onboarding, means onboarding training that is carried out partially or fully online. [ 27 ] [ 28 ] [ 29 ] Onboarding a new employee is a process where a new hire gets to know the company and its culture and receives the means and knowledge needed to become a productive team member. [ 30 ]

  4. 90 Days - Wikipedia

    en.wikipedia.org/wiki/90_Days

    90 Days was a video news magazine produced by McDonnell Douglas in St. Louis, MO and distributed at the end of every business quarter (hence the show's title) through the mail to employees and shareholders of the company in VHS format. From its inception in September 1989 until the final episode in 1996 under the "90 Days" title, the program ...

  5. Probation (workplace) - Wikipedia

    en.wikipedia.org/wiki/Probation_(workplace)

    In a workplace setting, probation (or a probationary period) is a status given to new employees and trainees of a company, business, or organization. This status allows a supervisor, training official, or manager to evaluate the progress and skills of the newly-hired employee, determine appropriate assignments, and monitor other aspects of the employee such as honesty, reliability, and ...

  6. Performance appraisal - Wikipedia

    en.wikipedia.org/wiki/Performance_appraisal

    A performance appraisal, also referred to as a performance review, performance evaluation, [1] (career) development discussion, [2] or employee appraisal, sometimes shortened to "PA", [a] is a periodic and systematic process whereby the job performance of an employee is documented and evaluated.

  7. First hundred days - Wikipedia

    en.wikipedia.org/wiki/First_hundred_days

    First hundred days (alternatively written first 100 days) often refers to the beginning of a leading politician's term in office, and may refer to: First hundred days, the concept about the first 100 days of a presidency First 100 days of the Franklin D. Roosevelt presidency; First 100 days of the Barack Obama presidency

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