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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
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.
“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
Even though some states are re-opening and the worst is hopefully behind us, the Covid-19 Pandemic of 2020 has taken over 100,000 lives, destroyed thousands of businesses, and devastated many associated livelihoods. We published the article entitled “Employing Remote Team Members” four years ago in May 2016. What then may have been suggestions, for uncomfortable...
Social distancing and shelter in place restrictions have made it almost impossible to interview candidates in person in your office. Conducting an effective interview is a challenge, by itself, and removing the component that gives you the greatest insight into a person’s energy, gravitas, body language, and overall presence can make choosing the best candidate...
When your team members are working harder and longer to serve your clients consider these tips to keep them motivated so they will be able to more effectively help you navigate through these challenging times: Positive reinforcement - Tell them they are doing a good job. It is a management best practice to do this...
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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