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.
Let us help you find your next financial planner today!
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."
When most advisory firms are founded from scratch
2015 will soon be in the books and for the most part it seemed to be a pretty good year
Firms who contact us are sometimes struggling with the dilemma of
We will discuss how to groom them into becoming the leader you and your firm need them to be.