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Nov15What New Planners Want Part 2 of 2

What New Planners Want Part 2 of 2

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Last month, we looked at what new planners are seeking from the culture of the organization they join. This month, we are going to review what they are looking for from a compensation and benefits perspective. See below for the most commonly cited components of what new planners are seeking from their employers that we have compiled from thousands of conversations with new planner job seekers over the last couple of years.Compensation and BenefitsWe realize some of these are not going to be ...

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Oct14What New Planners Want Part 1 of 2

What New Planners Want Part 1 of 2

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“...I’ve about had it. I don't know what these people are looking for and I’m tired of having to try to cater to their needs…”Sound familiar? We hear from a lot of frustrated firm owners across the country about the recruiting and retention challenges they have been facing in their firms, especially over the last few years.  We are certainly in unprecedented times when it comes to navigating the human capital component of your business, and while it can be frustrating at times, it is part ...

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Sep15Compensating New Planners

Compensating New Planners

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One of the questions we field on a regular basis is how much should I pay my new hire. This is a tough question to answer because it can depend on a number of factors and can change significantly in very short intervals. We have written about salary surveys in the past and still advise firms to seek multiple sources of information when designing a compensation plan for their team members. Furthermore, we have set out to provide a slightly different data set to again help in this conversation. ...

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Aug17How to Hire an Intellectually Curious Candidate

How to Hire an Intellectually Curious Candidate

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In the discovery process we take firm owners through to help them gain clarity on the type of person they are seeking to hire, one of the most sought-after characteristics our clients ask for is “natural curiosity”, or sometimes referred to as intellectual curiosity. In this month’s article, we will examine what natural curiosity is, how to identify these traits in candidates you might be recruiting, and the pros (and some cons!) of hiring an intellectually curious candidate.Simply put, ...

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Jul15Turning Employee Resentment to Contentment

Turning Employee Resentment to Contentment

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“I’m tired of working so hard for my boss, who is never here, so they can drive a Tesla!” We heard this recently from an employee at an advisory firm. It certainly isn’t the first time we have heard of employees resenting their bosses, but it is seemingly becoming more common. In this case it wasn't really about the Tesla, it usually isn't - it was mounting frustration driven by several underlying issues. Keep in mind at the end of the day it is your firm and you can drive whatever you ...

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Jun15Training New Financial Planners

Training New Financial Planners

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The financial planning profession has changed substantially since I joined almost 20 years ago. While these changes have been mostly for the better, we are still struggling with the hiring and training of new financial planners. I see it every day as CEO of New Planner Recruiting, each semester as an adjunct faculty member at the University of Georgia’s financial planning program, and as a CFP professional with a local RIA.Many of the smaller independent RIAs don't have the infrastructure, ...

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May13First 3 Things to Delegate to Your New Planner

First 3 Things to Delegate to Your New Planner

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Often times hiring firms are unsure of where to best utilize their new hires. In this month’s article, we will discuss the first few tasks you should delegate to your new planner to help your firm grow and to retain your new hire for the long term. Due to a previously existing shallow talent pool and the recent Talent Realignment, hiring is especially challenging right now. If you are successful in having your offer accepted, ensure you are getting the maximum return on your new ...

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Apr15Getting Your Offer Accepted- Part 3 of 3

Getting Your Offer Accepted- Part 3 of 3

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This is the third and final part of our three-part series on how to get your offer accepted. Part 1 spelled out the table stakes, part 2, and this month we describe what some of the major differentiators are, and how firms are utilizing them to win over candidates who are considering multiple job offers. You can still find good people in this tight talent market so consider adding one or several of these if not already to get your candidate to say “yes”!Major Differentiators Head up a new ...

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Mar15Getting Your Offer Accepted – Part 2 of 3

Getting Your Offer Accepted – Part 2 of 3

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Last month, we looked at what constitutes table stakes in an offer letter. This month, we explore what minor differentiators look like and how some firms are using these to get candidates to say “yes” to their offer.Minor DifferentiatorsTeam-member-first culture - Every firm says they offer this, but there is a clear difference between the firms who have more of the mentality of “if it weren't for the clients, you wouldn't have a job.” When the truth is that if you didn’t have your team, you ...

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Feb15Getting Your Offer Accepted – Part 1 of 3

Getting Your Offer Accepted – Part 1 of 3

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Hiring the right people for your firm can be a challenging time-consuming endeavor, especially in today’s talent market when job seekers have most of the leverage and multiple job offers to choose from. Hopefully you have not had a job offer rejected, but if you have - you aren’t alone. One recent research study by CareerPlug found that 58% of job seekers had declined an offer of employment. In this three-part series,  we want to describe what we see each day as table stakes or the minimum ...

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Jan14Utilizing Finders, Minders, Grinders Effectively

Utilizing Finders, Minders, Grinders Effectively

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Happy New Year! To continue to capitalize on the momentum you gained last year, start this year off right by making sure you have your teammates in the correct roles within your firm. Having the right person in the wrong fit role (the “wrong seat”) substantially detracts from any efficiencies and scale you have achieved. In our work with firms across the country, we see top candidates not be able to deliver top-tier results because, sometimes, they are in the wrong spot. In this month’s ...

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Dec15Compensation Structures for Your Team Members

Compensation Structures for Your Team Members

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Even though the Great Resignation has typically had its greatest effect on lower wage earners in the restaurant and hospitality industries, financial planning firms are not immune. In turbulent times such as these, firms need to ensure they are on target/closely monitoring the compensation structures to decide if a revamp/adjustment is necessary. In this month’s article, we will review the most common compensation models for new financial planning professionals just starting out. The below ...

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