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    Welcome
    Welcome - Completion
    Know your whys & tips before starting
    Know your why's and tips before starting - Completion
    How to recruit superstar virtual staff
    How to recruit a superstar virtual staff - Completion
    Getting ready for your new virtual assistant
    Getting ready for your new virtual assistant - Completion
    First 3 months with your staff
    What Success Looks Like Template
    Job Role Sheet Template
    Systems Template
    First 3 months with your staff - Completion
    First 6 months with your staff
    First 6 months with your staff - Completion
    You made it!
    You made it! - Completion
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  • All categories
  • Essential Skills
Financial Planning
  • Centrelink
  • Record of Advice
  • Retirement
  • Superannuation
  • Xplan Xtools+
  • WealthSolver
  • FP Admin Training
  • Foundations Training
  • Paraplanning Training
  • Mortgage Broking
  • Learning & Development
  • The Ultimate Guides
  • General Administration
  • Credit Analysis
  • Accounting & Bookeeping
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  2. Resources Links and Templates
  3. Downloadable Templates

Downloadable Templates

Completion requirements

Here are downloadable templates for the Pillars of Success that you will learn about in this course.

    • Job Roles - Generic.xlsx Job Roles - Generic.xlsx
    • New System Template for Staff Use.docx New System Template for Staff Use.docx
    • What Success Looks Like with GROWTH.xlsx What Success Looks Like with GROWTH.xlsx
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