Throughout my career I have witnessed firm owners’ frustrations with new planners they have hired or were interviewing. Their frustrations stem from lack of clarity on what type of education a new planner receives and what can be expected of them. Also, firm owners sometimes don’t know what role they are trying to fill so they are left with trying to hire for a catch-all position resulting in unclear roles and responsibilities, and unreasonable expectations. We will start this two-part ...
Caleb’s article on Understanding ‘Gen Why’
Caleb's 'Gen Why' Intergenerational Work Place Coaching article highlighted in the FPA NorCal Newsletter following his FPA NorCal conference presentation. FPA Norcal Newsletter 2012-06 June Planner ...
Attracting Top Talent part 2
In this month’s post, we pick up where we left off last month with a look at how firm owners can integrate their new planner into the final three stages of the financial planning process to help ensure that the CFP® certification can be gained in two years versus three. If you missed last month’s post addressing the first three steps in the planning process, it can be found here http://bit.ly/attractingtop Step 4: Developing and Presenting Financial Planning Recommendations and/or ...
Attracting Top Talent
Last month, the CFP Board of Standards released updated guidelines for the work experience requirement for the CFP® certification - essentially creating a ‘fast track’ to certification by reducing the experience requirement from three years down to two years if candidates for CFP® certification (new planners) work under a CFP® certificant and personally deliver all parts of the personal financial planning process to a client. You can click here http://bit.ly/CFPboard2yrs to read the full press ...
10 Questions with Michael Kitces in the April 2012 Journal of Financial Planning
CLICK HERE FOR THE LINK TO THE ARTICLE The Journal approached Kitces to share his thoughts on a variety of timely topics—from housing considerations to tax changes to the need for more active portfolio management amid economic uncertainty. After reading the interview, head over to our podcast page for Kitces's audio commentary relating psychology with behavioral finance, as well as how the interests of academics and practitioners can unite to stimulate technical and relevant research. ...
Rising Tides
Caleb quoted in FPA President Michael Branham's Investment Advisor article discussing the career and industry outlook for new financial planners ...
Finding the Right Fit the First time when Hiring an Adviser
Caleb's article in the September 25th edition of Investment News on Finding the Right Fit the First time when Hiring an Adviser ...
Michael Kitces was named 2011 Planner of the year for the National Capital FPA chapter
Michael Kitces was named 2011 Planner of the year for the National Capital FPA chapter ...
Caleb providing tips for firm owners on managing new planners
Caleb providing tips for firm owners on managing new planners as well as discussing the wants and needs of new financial planners on a recent Finding and Keeping New Advisers Investment News webinar. Click here to listen to the full webinar. ...
Bob Veres, leading industry thinker and publisher of Inside Information, interviewed Caleb
Bob Veres, leading industry thinker and publisher of Inside Information, interviewed Caleb for his April 2011 edition of the Inside Information newsletter. The interview spells out exactly what firm owners can expect when going through New Planner Recruiting's process and how each of the deliverables save them valuable time. Click here to read the interview. (Inside Information subscription required.) ...
Journal of Financial Planning Article featuring Michael
Journal of Financial Planning Article featuring Michael one of the 2011 FPA Heart of Financial Planning Award receipients ...
Michael discussing how the industry has changed
Michael discussing how the industry has changed and how entering it successfully has become even more difficult. Online Financial Video Link ...