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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.
In addition to recruiting, screening and placing future superstars in financial planning businesses, we also help with…
"I would like to thank you for facilitating my hiring process and encouraging me to set my fears aside and take the leap of faith. You were correct when you said that getting an offer from YB is like 'winning the 1984 Olympic gold medal.' It has certainly felt like I could not have landed at a better place than here. I appreciate you having the experience and skills to sense that this was the right place for me, and for pushing me to realize that."
We will discuss how to groom them into becoming the leader you and your firm need them to be.
Integration into the following three key areas of the business, position the future successor for the most likely chance for a successful outcome.
It seems as though succession planning is covered in the major news outlets every day now
Over the last few years, candidates have had an increased focus on what technology the firms they are considering employ.