The Leading recruiting firm in Financial Planning for Entry Level Financial Planners

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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.”

You'll learn...

» 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

Best Interview Structures

Years ago, when I started in this profession I remember firms doing some oddball things. One of them was hire someone after a brief meet and greet with very minimal interviewing and vetting.  This worked out for a few but was far from a best practice.   Mainly because there was scant time spent around assessing...

May 2018 Mail Bag Q’ n A’

Many readers of this newsletter contact me directly with questions, comments, thoughts, etc. And while the response we usually provide is specific to the situation sometimes it might be generic enough to be useful to others. This month we are going to address three frequently asked questions. So here you are, three for the price...

Loosen Up Part 2 of 2

Last month, we looked at the first of a two-part series for firms who may be struggling with various concerns centered around making a hiring decision.  This month, we review five more concerns hiring managers might have and what to do about them. They might ask for a raise each year. Compensating your team via...

Loosen Up

If you have followed our newsletters, you know we are proponents of a thorough screening process. Because it’s easier to just not hire someone, than to have to fire them later! However, making great hires is like investing, in that you can reduce risks with proper planning, but can never eliminate them. You are always...