For more than a decade, the financial planning profession has enjoyed strong stock market returns, which has led to firms growing and hiring at an impressive clip and posting record increases in profit, revenue, and assets under management. This explosive growth obviously could not continue indefinitely, though, due to the cyclical nature of the stock...
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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
‘Millennials are so yesterday’s news!’ - Several anonymous financial planning firm owners Ouch! A blunt statement by obviously frustrated business owners who have had challenges employing millennials in their firms, but they do have a valid point. As Generation Z, the generation that follows the Millennials, is actually starting to enter the workforce… and many...
2019 is in the books and many of you had a very good year, so congrats! To continue to build upon these successes and avert the challenges facing our profession, it is increasingly necessary that you continue to fully utilize every asset at your disposal. And by far the biggest lever you can pull to...
“Gratitude is the greatest of virtues and the parent of all the others.” Cicero Our relationships with people in our life matter the most, but are too often unwittingly neglected. When was the last time you expressed your gratitude for someone? It may come naturally for you in terms of your clients, such as...