Earlier this month, I was part of the Financial Advisor Success Podcast hosted by Michael Kitces to provide some inside information on the hiring of new financial planners for your firm. During this episode, we discuss things we look for when vetting potential hires for the financial planning firm clients we represent, developing a robust screening program to assist in determining effort, grit and skill. Listen for additional insight on the proper use of personality and cognitive assessments in the evaluation of people for your business. Also, what you should and should not expect from your new hire in the first year or two. Finally, what characteristics constitute a compelling offering to increase your chances of attracting the talent you are seeking.
Hope you had a great summer!
Listen to the full episode here: