Free Benchmark Report

Accurately predict the performance of your next Financial Planning Hire

Click Here

62 Page Report with Templates Includes : 

  • Financial Planners Job Success Formula
  • Para Planner Job Success Formula
  • Practice Manager Job Success Formula
  • Client Services Officer Job Success Formula
  • Sample Planner, Paraplanner and CSO assessment
  • Interview questions guide
  • The SAOL formula for effective interviewing
  • 10 Powerful interview questions every hiring manager should be asking
  • 3 current template letters of employment prepared by an Australian Solicitor 
  • CEO Perspective – Lessons Learned Video


Benchmark new candidates against industry high performers.

This report contains Job Success Formulas for the following roles :

  • Financial Planners
  • Para Planners
  • Assistant Planners
  • Client Service Officers
  • and Practice Managers

Our assessments produce an overall score plus a breakdown of each weighted trait and behaviour plus those traits to avoid.  The accompanying explanation against each specific trait can be used manage and improve in each specific area.

  • Be sure you are hiring the right people for a specific job
  • Avoid the expense of having to manage poor performance
  • Reduce employee turnover and recruitment costs
  • Gain powerful insights when hiring, developing, or promoting employees
2 Million users worldwide
0 years
Is based on 25+ years of behavioural research
0 Countries
Is used in over 30 countries