Title

GSC New Advisor Onboarding

Abstract

BACKGROUND:
It’s estimated that it takes up to a full year to advise independently due to inconsistent and continually evolving onboarding practices. In our current process, we calculated it takes over 2,080 work hours.

OPPORTUNITIES FOR IMPROVEMENT:
How do we provide consistent and efficient onboarding for new advisors to reduce the time it takes to work independently, with competence and confidence?

PROJECT MANAGER:
Tyler Wentland

LEAN FACILITATOR:
Jacque Bresnahan

Department

GSC Advising

Publication Date

1-3-2022

Document Type

Article

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