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Most recent articles from our blog

Salary Survey Pitfalls

Structuring the compensation strategy for your financial planning firm is one of the most vital areas for firm owners to address to sustain a successful growing firm year after year. Set your compensation too low, and you can end up with a bunch of average performers who does not do anything to move your firm...

What You Need to Know About Hiring

Earlier this month, I was part of the ZebraSmash podcast hosted by Roger Pine and Ben Birken to discuss anything and everything as it pertains to hiring in the financial planning profession. Listen for insights into what constitutes a compelling career opportunity that firms need to offer to attract the best candidates, a description of...

Enhancing Your EQ

Empathy, or the ability to sense other people’s emotions, is a must must-have trait to become an effective financial planner. Since financial planning is primarily a relationship business that involves dealing with people, the better you can understand why people feel, act, and do what they do, the more successful you will be.

Is Your Interview Process Too Long?

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...