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

“Their Success is Your Success”

We’ve prepared an exclusive monthly newsletter for our subscribers:

Career seekers will receive monthly job openings and tips for success.

Firm owners will gain exclusive insight on how to hire and retain talent.

What are you looking for?

I'm looking for a
position
in financial planning
I'm looking
to hire
someone for my firm
* indicates required

As seen in

logo-investmentnews
logo-financialplanning
logo-thinkadvisor
logo-journal
logo-investadvis
logo-investorsbusinessdaily
logo-fa
logo-wealthman

We’re here to help you succeed.

Click the section below that best suits you to get started.

I'm looking for a
position
in financial planning
position
I'm looking
to hire
someone for my firm
to-hire

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

Realigning Expectations in the Current Talent Market

As you may have witnessed, or personally experienced, recruiting top talent is very challenging right now. The last three consecutive quarters are as tough a talent market as I have seen in my 20 years in the profession. This difficult environment is squeezing an already tight, pre-Covid, talent pool even further as firms who put...

Leading Your Team to Better Results

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...