When firms set out to hire a non-experienced financial planner, they can choose to hire a new college graduate who will have a degree in financial planning, or a career changer
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Most recent articles from our blog
In last month’s article, we reviewed several places online you can go to find potential new financial planners for your firm. In the end, though, getting candidates to want to work for your firm still requires a marketing effort. And just like any other marketing effort, it is essential that you have a strong ground...
Until the financial planning profession begins to become more of a profession of choice for the younger crop of new talent, finding candidates to interview for roles within your firms will continue to be challenging. As a recruiting firm for financial advisors, the question we are asked frequently is “how do you find your candidates?”...
In some parts of the country, lack of local talent has compelled advisory firms to hire employees who work remotely. As the overall talent market continues to tighten, we see this as an increasingly prevalent strategy for firms to utilize in order to gain access to the best talent (wherever it may be). However, the...