Screening for Tech Savvy: How to Hire Employees for a More Efficient Practice

November 2006
Journal of Financial Planning;Nov2006 Supplement, p11
Academic Journal
The article discusses methods financial planning firms can use to hire technologically savvy employees that will benefit their practice. Firms that rely on technology to run efficiently must make sure they hire people that understand how to utilize technology to its maximum effectiveness, to minimize time spent training. To improve hiring practices, firms can use employee assessment tests, use technology questionnaires during the interview process, and only hire people that can help themselves, rather than ask others for help.


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