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New HireLaunchpadNPAGNORTH POINT ADVISOR GROUP | NEW HIRE LAUNCHPAD
NPAGIt's great tohave you onboard!This is the start of an exciting journey.
North Point Advisor Group takes a team approach to providing our clients with asuperior experience. Our teams play a vital role in who we are, and how we do business. Altoona TeamMahtomedi TeamFinancial Planning ServicesTax & Business Advisory ServicesInvestment Management ServicesOperationsBusiness DevelopmentFinance TeamGet to know thedifferent teamsGet to know the different teamsNPAG
Altoona TeamDavid Hopkins - Team Lead & Financial Advisor (BIO)Joel Spitzer - Paraplanner (BIO)Abbey Glass - Paraplanner (BIO)Brenden Cullen - Paraplanner (BIO)Taylor Ewer - Staff Accountant (BIO)Jeremiah Raine - Tax Manager (BIO)Matt Olson - Financial Advisor (BIO)Sheri Sorensen - Financial Advisor (BIO)David Guild - Financial Advisor (BIO)The Altoona Team is responsible for servicing andproviding North Point’s services to our Wisconsin basedclients.NPAG
Mahtomedi TeamMike Dolezal - Team Lead & Financial Advisor (BIO)Mathias Beck - Paraplanner (BIO)Steve Sadecki - Staff Accountant (BIO)Mack Short - Tax Manager (BIO)Jeff Kolodjski - Financial Advisor (BIO)The Mahtomedi Team is responsible for servicing andproviding North Point’s services to our Minnesotabased clients.NPAG
FinancialPlanning ServicesMike Dolezal - Head of Financial Planning (BIO)David Hopkins - Head of Financial Planning (BIO)David Guild - Financial Planning Coordinator (BIO)Our Financial Planning Services team is responsible forthe full creation and implementation of our FinancialPlanning Service Calendar. NPAG
Tax & BusinessAdvisory ServicesMike Dolezal - Head of Tax Planning (BIO)Our Tax & Business Advisory Services team isresponsible for the full creation and implementation ofour Tax & Business Advisory Service Calendar. NPAG
InvestmentManagement ServicesSteve Hoffman - Head of Investment Strategy (BIO)Brenden Cullen - Trader (BIO)David Guild - Trader (BIO)Mathias Beck - Trader (BIO)The Investment Management Services Team isresponsible for the full creation and implementation ofour models and investment strategy. NPAG
Operations TeamAmanda Bryant - Head of Operations (BIO)Heidi Steffen - Office Manager (BIO)Michayla Thielen - Operations Coordinator (BIO)The Operations team is responsible for the creation andupkeep of our internal processes and operations.NPAG
BusinessDevelopment TeamDavid Hopkins - Head of Business Development (BIO)Michayla Thielen - Marketing Coordinator (BIO)The Business Development Team is responsible formarketing, sales and all brand awareness. NPAG
Finance TeamMike Dolezal - Head of Finance (BIO)Steve Sadecki - Controller (BIO)Amanda Bryant - Controller (BIO)The Finance Team is responsible for North Point’sinternal finance. NPAG
Core ValuesDo the right thingDo what is best for thegood of the whole.Pursue ExcellencePursue continualgrowth in your field.FoxholeMentalityBe trustworthy,we over me, takethe garbage out.Own ItBe accountable foryour words, youractions and theresults.Be OptimisticShow gratitude andbelieve in a positivefuture.
NORTH POINT ADVISOR GROUP| NEW HIRE LAUNCHPADThe VisionWe are the best-in-class advisory firm for small business ownersand high net worth families by 2034.
Welcome to Day 1Activity LineupAccomplish paperworkand protocolsMeet with your team lead and completeemployee onboarding paperworkTour the officeand facilitiesGet to know your new surroundings withyour Team Lead.Set up work stationand email accessMake your spot belong to you! You'reencouraged to bring personal photosand items that will make your newworkspace feel more like YOU.
NPAGTraining LPL: Code of Ethics AttestationLPL: Outside Investment Account QuestionnaireLPL: Security & Privacy (Learning Center)LPL: Anti-Money Laundering & Financial Crimes (LearningCenter)LPL: Working with Senior and Vulnerable Adults (LearningCenter) LPL: Cyber Security (email from Amanda Bryant)Redtail: Navigation, Users & TeamsRedtail: Calendar & ActivitiesRedtail: Site Preferences & IntegrationsGVA: Initial GVA Compliance Onboarding Forms (email fromGVA)Read "What the Heck is EOS" by Gino WickmanNPAG: Compliance Playbook (email from Amanda Bryant)NPAG: Redtail Playbook (email from Amanda Bryant)NPAG: M365 Playbook (email from Amanda Bryant)NPAG ProConnect Video SeriesOverviewCreating a client in ProConnectCreating a new ProConnect tax returnDependentsDirect Deposit/Electronic PaymentEstimates PaidCreating Estimate VouchersForm W-2Schedule B1099R & SSA1099Miscellaenous Income & 1099GSchedule CSchedule D & Form 8949Schedule ESchedule K1Other Adjustments to IncomeSchedule AHealth Savings AccountsDependent Care CreditForeign Tax CreditEducation Credit1095AMN ItemsWI ItemsPrint Tax Return & Send for ESignature
Your First OneHundred DaysNORTH POINT ADVISOR GROUP | NEW HIRE LAUNCHPADNPAGInitial onboarding & trainingComplete all required onboardingprocedures and required training as outlinedpreviously. 60 Day Review & BenefitsEnrollmentAfter 90 days, we'll complete a review, goover your performance so far, expectationsfor the future and enroll in any eligiblebenefits. Managing daily itemsindividuallyOnce training has been completed, youshould be able to manage most of your dailytasks and activities as well as assignedprojects. Reaching out for help whenneeded.Take on your first projectBegin Managing and completing your firstassigned ROCKS in Traction.
Resources & LinksWebsite: www.northpointadvisorgroup.com Redtail: https://smf.crm3.redtailtechnology.comClientWorks: https://clientworks.lpl.com/Bloom/EOS Tool: https://traction.tools/Workforce: https://myapps.paychex.com/Microsoft 365: https://www.office.com/ Proconnect: https://ito.intuit.com/app/protax/tax-hub
NPAGDo you haveany questions?We're always here for youinfo@northpointadvisorgroup.comNORTH POINT ADVISOR GROUP | NEW HIRE LAUNCHPAD