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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
Nov
Hiring For Effort

When contemplating staffing decisions for your firm, things such as timing, interest, philosophy

03
Oct
Let Your Culture Recruit for You – Part 2 of 2

Last month we looked at a few tips on how best to utilize

04
Sep
Let Your Culture Recruit for You – Part 1 of 2

Occasionally, when we have a new client come on board, we receive questions

05
Aug
Training the Trainers Part 2 of 2

This month we continue with a few additional tips for the staff members