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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

  • "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."
    Camille Bouvet



FROM OUR BLOG

03
Jun
A Millennial’s Guide to Professionalism in the Financial Planning Industry

It is no secret that I am an advocate of the next generation of financial planners, and consistently rebuff efforts of those who try to

04
May
10 Questions with Caleb

When I am out traveling the country speaking with new planners seeking to enter the financial planning profession

03
Apr
Getting the Most Out of Your Team

Procrastination; It runs rampant in our instant gratification, I-need-it-yesterday society.

06
Mar
Letting Someone Go

Terminating an employee can be one of the most nerve-wracking and difficult things a business owner