With over a decade's experience helping wealth management practices hire, manage and motivate their teams, we understand your needs.
The key to successful staff engagement and retention is hiring the right people. We help you find the key with 'JOB SUCCESS ANALYSIS'
Your candidates can complete the online assessment in half an hour, as part of your standard recruitment process. One quick test gives you extensive, reliable and relevant information about them in the Job Success Analysis report.
We have a range of templates tailored specifically to wealth management firms. All the information you need to make the best decisions, no less and no more.
Compare candidates to the roles you offer - and to each other - objectively and systematically.
Get the full picture
We assess motivation, values, preferred work environment and tasks - not just personality. Job Success Analysis lets you see it all.