Texas Tech is "Building" Your Next Hire

Do you have trouble finding employees who know the software you use?

When there are so many software choices for financial planning, for portfolio

management, for CRM, etc., how can you expect to find employees who

know all of your specific choices in software systems — even if they’ve

worked in the financial services industry in the past?

Now there’s a way. Just as Dell will build you a computer to your specifications,

Texas Tech will do the same thing with your next employee.

Readers may have heard about all the technology training Texas Tech financial

planning students receive. “We have about 30

software vendors that want to work with us,” says

Deena Katz, high-profile advisor and Associate Professor

at Texas Tech in Lubbock, TX. “Only a handful

of those vendors currently have programs with Texas

Tech, but if a job offer is on the line, the school will

give that student specialized training in any software

system the employer wants that student to know. The

student literally starts working for the employer knowing

how to use the primary software tools in his or her

office.”

What kind of training do these students get? “They

spend 10-15 hours on each software product after

which they take an exam the software vendor has constructed.

When they pass the exam, they are

‘certified’ as to their knowledge of the software,” says Katz.

Some vendors take the training further. Says Katz, “Warren Mackensen

with ProTracker wrote a wonderful training manual just for our students, and

their working through the manual is part of their certification.” Another vendor

that is actively involved with Texas Tech is Money Tree with its “Silver”

level financial planning program. Katz says the school is also close to closing

a deal with Schwab (PortfolioCenter) and Morningstar (Workstation).

Other vendors she’s looking at for the not-too-distant future are iRebal, Redtail,

MoneyGuidePro and more.

Read the rest of the story at Virtual Office News