Throughout the years we have interviewed candidates who have wide ranging experience levels, and come from a variety of backgrounds. And we’ve seen first-hand how a wide breadth of candidates can make it challenging to decide which one to actually hire for your firm. Having your candidate(s) go through a structured screening process with interviews,...
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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
Here at New Planner Recruiting, we recently celebrated our 10-year anniversary, and wanted to take a moment and thank you for your continued support over the years. We value the relationship we have with our clients, who have been an integral part of our success, have truly enjoyed serving you, and really appreciate the trust...
Am I Average? Ways to Stand Out as a Financial Planning Candidate. While finding your dream firm and position is important, you ultimately must stand out to be recognized among the dozens of applicants. Although everyone brings a specific skill set and perspective to a role, resumes and cover letters often blend together for...
The lack of sufficient talent currently entering the financial planning profession is undeniable. This talent shortage can cause immense frustration among firms attempting to build a solid pipeline of qualified candidates to select from when they need to add a financial planner to their organization. Due to these challenges, paired with increased efficiency and effectiveness...