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FIRM OWNERS

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So you want to hire a new financial planner? Let us do what we do best so you can do what you do best. We are the industry experts in hiring to reduce headaches, hassles, and turnover for you and your business.

  • Not sure what you need in a new financial planner or where to find the “good” ones?
  • Tired of sifting through multitudes of resumes?
  • Frustrated with lack of quality applicants?
  • Not sure if you have the right cultural, cognitive, conative, technical, and affective fit in your new planner?

Let us help you find your next financial planner today!

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ASPIRING PLANNERS

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Looking for a career in financial planning? We help new planners get started off on the right step towards a successful career path by placing them in a position and a firm that is the right fit based on their skill set and career goals.

  • Do you know what type of firm you are best suited for?
  • Unsure about what licensing and designations you need?
  • Are you frustrated because you can’t seem to find a good fit?
  • Not sure what questions to ask potential employers?

In addition to recruiting, screening and placing future superstars in financial planning businesses, we also help with…

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Testimonials

  • "Thank you for your assistance with finding our firm a Financial Planning Analyst. Your service saved us time by pre-screening the candidates. Every applicant you forwarded to us was a qualified contender for the position. I feel the fee we paid you was money well spent. I was smiling when I wrote the check!"
    Rick Kahler, CFP®



FROM OUR BLOG

04
May
10 Questions with Caleb

When I am out traveling the country speaking with new planners seeking to enter the financial planning profession

03
Apr
Getting the Most Out of Your Team

Procrastination; It runs rampant in our instant gratification, I-need-it-yesterday society.

06
Mar
Letting Someone Go

Terminating an employee can be one of the most nerve-wracking and difficult things a business owner

04
Feb
How Do Your Employee Benefits Stack Up?

As the season of year-end employee reviews has wound down, growing firms are now turning their attention