Home Hero

The leading recruiting firm
In Financial Planning

FOR FINANCIAL PLANNERS

 

“Their Success Is Your Success”

Candidates Newsletter Signup Firm Owners Newsletter Signup

As seen in

We’re Here To Help You Succeed

Click the section below that best suits you to get started

I’M LOOKING FOR A
Position
in Financial
Planning

I’M LOOKING TO
Hire Someone
For My Firm

Finding your Path: The Roadmap from Student to Successful Financial Planner

From understanding the various channels of entry, different firm structures, and career paths available to how to properly vet hiring firms, negotiate compensation, pass your licensing exams, and develop the skills you need to excel, Finding your Path: The Roadmap from Student to Successful Financial Planner is a practical guide packed with resources, examples, ready to use scripts, and tips so you can stand out from the crowd and secure your dream job to enjoy massive success over the course of your career in financial planning.

Check it out on amazon

Must read if you want to be a Financial Planner

“If you have interest in becoming a planner, or know someone who does…then you need to get this book. Financial Planning is an important, yet completely misunderstood, profession. As a result, it can be a challenge for people to get on a successful path early in their education and/or career...”

Lots of actionable advice

“I'm a new planner about to graduate and found the sample scripts and chapter takeaways to be very actionable. I have already used some of the ideas and advice to reach out to firms, line up interviews and prepare myself for the employer interactions...”

This book can change your life

“Mr. Brown has written a book that all college business majors should read if they are thinking about Financial Planning as a career. Mr. Brown has written a clear and concise book that will equip you with information on how to be an excellent Financial Planner.”

An Unmissable Guide for All Aspiring Financial Planners!

“In "Finding Your Path: The Roadmap from Student to Successful Financial Planner," author Caleb Brown delivers an exceptional resource on positioning yourself and launching your career in financial planning...”

Most Recent Articles From Our Blog

Aug13
How to Design an Extraordinary First Day for a New Employee
A new hire’s first day should be more than an administrative necessity. It should be the start of a new and exciting chapter in their life and career! Plus, it is the firm’s first opportunity to confirm that the employee made the right decision in selecting your organization.  Firms devote considerable time to attracting, interviewing,...
Read more Post Button Arrow
Jul16
How to Sell Candidates on Your Firm
It is cliché, but interviewing really is a two-way street. Many hiring firms walk into an interview believing their only responsibility is to evaluate the candidate. They ask questions, take notes, and determine whether the applicant is qualified for the role, which is very one-sided. As the market for experienced talent continues to tighten, expect...
Read more Post Button Arrow
Jun18
Timing Your Hires to Secure Human Capital Alpha
Every year, a predictable hiring pattern unfolds across the financial planning profession. You made it through tax season and the spring surge, then summer sneaks up and flies by because clients don't want to meet, and you take a vacation. Sound familiar?  Once summer is over, school starts, and clients want to start meeting again,...
Read more Post Button Arrow
May20
How to Integrate Your New Planner Into Client Meetings
The financial planning profession attracts people who want to help others. This is why candidates seeking client-facing roles regularly cite getting involved in the client meetings as one of their top career priorities.  However, some firms are hesitant to involve newer and less experienced planners with their clients… which is understandable in the spirit of...
Read more Post Button Arrow