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,...
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» How the financial planning industry is changing, and how that impacts your hiring lifecycle
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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
As we approach the holiday season and reflect back on what a tough year it has been, I want to encourage you to thank your team members who are the core of your business. It is important to publicly acknowledge their hard work for you and the firm’s clients and reward them accordingly. This month,...
Welcome to the 4th quarter of 2020. Congratulations, you made it! It didn't seem like we would ever get here in March when everything imploded. It has been a tough year. Your revenues might still not have fully recovered, and there is a lot of uncertainty with the presidential election, overall economy and stock market....
Undoubtedly, these last few months have forced you to expand your capabilities and challenged you to become a better planner and business owner. While virtual client meetings existed pre Covid-19, they were not employed exclusively for most financial advisory firms, and were generally only with clients themselves (not to manage internal team members as well). ...