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Transaction Attorney: by Jay Wertzler — published Aug 15, 2016
Located in The Monthly Project™ / … / Step 2: Create a Best-in-Class Profile / Subject Matter Expert Descriptions
Director of Client Services: by Jay Wertzler — published Aug 15, 2016
Located in The Monthly Project™ / … / Step 2: Create a Best-in-Class Profile / Subject Matter Expert Descriptions
Insurance (Property & Casualty): by Jay Wertzler — published Aug 15, 2016
Located in The Monthly Project™ / … / Step 2: Create a Best-in-Class Profile / Subject Matter Expert Descriptions
Legal/Estate Planning: by Jay Wertzler — published Aug 15, 2016
Located in The Monthly Project™ / … / Step 2: Create a Best-in-Class Profile / Subject Matter Expert Descriptions
Tax Subject Matter Expert: by Jay Wertzler — published Aug 15, 2016
Located in The Monthly Project™ / … / Step 2: Create a Best-in-Class Profile / Subject Matter Expert Descriptions
Money Manager: by Jay Wertzler — published Aug 15, 2016
Located in The Monthly Project™ / … / Step 2: Create a Best-in-Class Profile / Subject Matter Expert Descriptions
Financial Planner: by Jay Wertzler — published Aug 15, 2016
Located in The Monthly Project™ / … / Step 2: Create a Best-in-Class Profile / Subject Matter Expert Descriptions
Subject Matter Expert Descriptions: by Jay Wertzler — published Aug 15, 2016
Review the following role descriptions of each key Subject Matter Expert before creating your Best-in-Class Profile. The descriptions are only starting points: you will need to flesh out your own criteria for each position in order to finalize a position description. Click below or use the menu on the left to jump to a particular Subject Matter Expert description.
Located in The Monthly Project™ / The Deliverables Team Recruitment Process / Step 2: Create a Best-in-Class Profile
Subject Matter Expert Descriptions: by Jay Wertzler — published Aug 15, 2016
A brief overview of the skills and duties required of each Subject Matter Expert on your Deliverables Team
Located in The Monthly Project™ / The Deliverables Team Recruitment Process / Step 2: Create a Best-in-Class Profile
Administrative Support Assessment for Trusted Advisors [Section F]: by Jay Wertzler — published Aug 03, 2016
Located in The Monthly Project™ / The Role of the Administrative Manager / Administrative Support Assessment for Trusted Advisors

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