Caleb's Feb 2010 article in Financial Advisor Magazine - How to Ruin a New Hire ...
Apr17
Apr15
The Deep Thinker
Michael highlighted in Feb 2010 article in Financial Planning Magazine - The Deep Thinker ...
Apr14
From Student to Planner: Key Skills for Success
Caleb's Nov/Dec 2009 article in FPA Solutions Magazine - From Student to Planner: Key Skills for Success ...
Apr12
The demand for Newer Planners
Michael shares his outlook for the demand for newer planners with Investment News ...
Apr10
Creation of the Career Day program
Caleb talking to Financial Planning magazine about creation of the Career Day program which was the starting point for New Planner Recruiting, LLC ...
Apr09
Don’t Get Passed Up: 10 mistakes new financial planning grads should avoid when launching their career
Caleb's Jan/Feb 2006 article in FPA Solutions Magazine - Don't Get Passed Up: 10 mistakes new financial planning grads should avoid when launching their career (FPA Membership Required) ...
Apr07
Caleb at the inaugural FPA Illinois Career Day providing tips to job seekers
Caleb at the inaugural FPA Illinois Career Day providing tips to job seekers ...
Apr06
Caleb named one of the best financial planners by D Magazine in Dallas/Ft.Worth by his peers
Caleb named one of the best financial planners by D Magazine in Dallas/Ft.Worth by his peers ...
Apr01
Understanding CFP Board Registered Programs
Last month I shared my recent recruiting trip highlights and in this month’s post I want to explore the variations between the different types of CFP Board registered programs in more detail. For those not familiar there are actually two types of CFP Board registered programs: Degree and Certificate. Here is a general description of both: Certificate programs generally provide the CFP Board financial planning curriculum on a standalone basis, for which the individual simply receives a ...
Mar03
Recruiting trip highlights
Last month, I took seven plane flights, stayed in three hotels, and rented three cars to visit five CFP Board registered programs: St. Joseph’s, William Paterson, Virginia Tech, Texas Tech and Winthrop University. It was my own little version of planes, trains and automobiles! During these visits, I presented to twelve classes, gave two keynote speeches, spoke to a dozen PhDs (faculty members, college deans, and program chairs), and interviewed a few dozen students. Below are some notable ...
Feb05
Classic mistakes made by entrepreneurs during hiring
I’ve written and spoken at length about the mistakes new planners make when trying to find their right fit including hearing only what they want to hear, thinking every opening is a good fit, assuming if something isn’t addressed in negotiations it will mysteriously work out as they had envisioned, etc. However firm owners are not blameless and make mistakes, too, which is why I want to share April Joyner’s article in the November 2011 issue of Inc. magazine entitled “Hiring traps: Why is it so ...
Jan04
New planner educational requirement
By now you surely have been blitzed with a myriad of resolutions, time management tips, to do lists, etc. so I’m going to spare you from the typical new year pep talk and instead highlight a change you should be aware of, regarding the educational requirements for new financial planners in CFP Board registered programs. In the past, it has been possible for a new financial planner to graduate with an undergraduate/graduate degree or certificate in financial planning without ever having ...
