Everyone who follows these articles knows that our approach is to be as thorough and precise as possible when it comes to candidate selection. At what point, though, does a hiring process become too lengthy and a deterrent for job seekers? Since, the current demand for new planners is high and supply is small, the...
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Most recent articles from our blog
Since financial planning positions, at least the client facing ones, are about building trust and rapport, and conveying a certain gravitas, etc., you shouldn’t hire someone without meeting them in person. Phone and video conference interviews are an efficient tool for the early interview stages, but an in-person meeting is a must before making a final offer.
January 2017 Clients, Friends, and Colleagues, I hope you had a great holiday and are off to a terrific start for 2017! This month we are going to examine issues involved when new hires relocate to come work with you. Below is question I often receive from firm owners seeking to hire new team members:...
Look for these “SPECIAL” markers of success, in conjunction with technical skills, to find your next special person.