The firms we work with are busier than ever right now, and aren’t showing any signs of slowing down. This is a critical time for financial planning firms to continue the momentum, so you want to ensure you are getting the most out of your team to capitalize on the opportunities that are ahead of...
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Learn the ins-and-outs of recruiting, hiring, and training talent.
Check out our recently-released 9-part course, “Building Your Dream Team: Recruiting, Hiring, and Retaining Talent in Financial Planning.”
» How the financial planning industry is changing, and how that impacts your hiring lifecycle
» Our process for recruiting
» How to correctly make an offer to applicants
» How to attract rockstar hires that stay with your company
And much more!
Caleb's new book, Successful Hiring for Financial Planners, has been released!
Successful Hiring for Financial Planners delivers a comprehensive plan to help your firm grow so you can serve the consumers who are in need of your guidance the most.
Praise for Successful Hiring...
“Successful Hiring is by far your best how-to guide to getting the right people on your bus and successfully navigating the future talent shortage in the financial planning profession.”
– Bob Veres, author, The New Profession
“Successful Hiring for Financial Planners is the go-to, comprehensive guide to recruiting, hiring, and training, new financial planners. If you're thinking about hiring for your firm, read this book.”
– Alan Moore, CFP®, Co-Founder, XY Planning Network
“In this essential guide, Caleb offers practical tools and techniques to optimize your hiring process to ensure that you identify and attract the candidates who are the best fit for your firm. A must read for firms focused on growth.”
– Dave Yeske, CFP®, Co-Founder Yeske Buie
“A talent shortage is on the horizon for our profession. Brown’s Successful Hiring for Financial Planners is the guide Abacus’s needs to compete for the best talent and more importantly, invest in that talent for our future success. From tips on working with younger generations to templates for a turnkey recruiting system, the book is a must read.”
– Cheryl Holland, CFP®, President & Founder, Abacus Planning Group
“Successful Hiring for Financial Planners is a must-read for any advisor who wants to expand their firm. Caleb shares strategies for hiring not just next-generation talent, but also for better managing the hiring process, including when to start planning for your next hire, how to evaluate new hires – as well as yourself -- and then integrate new talent successfully into your firm.”
– Kate Healy, Managing Director, Generation Next, TD Ameritrade Institutional
Most recent articles from our blog
Virtually every firm owner has at some point experienced the challenging financial and non-financial impacts of staff turnover. The estimated financial cost, depending on the source, can range anywhere from 1-3 times a departing team member’s compensation. This is not the most detrimental cost though – even worse is the psychological impact of frequent turnover...
Historically, resumes have been a very large part of the hiring process. After all, what could be better to understand a candidate’s experience and capabilities than a chronological account of a job applicant’s work history right there on one (hopefully) or more pages, for hiring firms to review and use as a guide for developing...
2020 is almost in the books and what a challenging year it has been! What we have heard and seen from the firms we talk to across the country is that it was a different year, but still a good year for most. If you want to continue on the momentum you have built up,...